AIM

Avity Investment Management Portfolio holdings

AUM $1.42B
1-Year Est. Return 19.66%
This Quarter Est. Return
1 Year Est. Return
+19.66%
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
+$13.5M
2
+$13.3M
3
+$10.8M
4
CRWD icon
CrowdStrike
CRWD
+$4.36M
5
ABT icon
Abbott
ABT
+$2.63M

Top Sells

1
+$24.7M
2
+$15.2M
3
+$2.57M
4
PYPL icon
PayPal
PYPL
+$2.28M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.87M

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