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
$1.21B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$6.09M
3
+$4.98M
4
RTX icon
RTX Corp
RTX
+$4.97M
5
ACN icon
Accenture
ACN
+$2.39M

Top Sells

1
+$12.8M
2
+$12.5M
3
+$4.16M
4
META icon
Meta Platforms (Facebook)
META
+$3.12M
5
NKE icon
Nike
NKE
+$2.7M

Sector Composition

1 Technology 31.77%
2 Healthcare 16.71%
3 Financials 14.44%
4 Consumer Discretionary 11.04%
5 Communication Services 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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591
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77
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820
78
$429K 0.04%
5,000
-200
79
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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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560
88
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89
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90
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91
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92
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93
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95
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96
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98
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485
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99
$249K 0.02%
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100
$249K 0.02%
548
+95
1 2 3
4
5