AIM

Avity Investment Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 22.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$922M
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$10.5M
3
+$6.22M
4
META icon
Meta Platforms (Facebook)
META
+$4.32M
5
ABT icon
Abbott
ABT
+$2.16M

Top Sells

1
+$13.7M
2
+$8.58M
3
+$7.37M
4
FTV icon
Fortive
FTV
+$4.02M
5
PYPL icon
PayPal
PYPL
+$3.28M

Sector Composition

1 Technology 22.97%
2 Healthcare 19.95%
3 Financials 15.41%
4 Consumer Discretionary 10.62%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$209K 0.02%
+460
77
$208K 0.02%
+783
78
$132K 0.01%
10,000
79
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80
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81
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82
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83
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84
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85
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86
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87
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-1,116
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4