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
$979M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.3M
3
+$10.3M
4
CRWD icon
CrowdStrike
CRWD
+$5.67M
5
ABT icon
Abbott
ABT
+$2.48M

Top Sells

1
+$27.1M
2
+$14.3M
3
+$2.62M
4
PYPL icon
PayPal
PYPL
+$2.56M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.96M

Sector Composition

1 Technology 24.28%
2 Healthcare 20.74%
3 Financials 16.27%
4 Consumer Discretionary 10.82%
5 Consumer Staples 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$242K 0.02%
547
77
$241K 0.02%
1,779
-200
78
$231K 0.02%
+3,050
79
$222K 0.02%
+13,800
80
$217K 0.02%
+4,159
81
$203K 0.02%
5,148
-3,175
82
$141K 0.01%
10,000
83
– –
-783
84
– –
-1,137
1 2 3
4