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
$1.24B
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$13.9M
3
+$7.38M
4
NEE icon
NextEra Energy
NEE
+$6.09M
5
ACN icon
Accenture
ACN
+$2.89M

Top Sells

1
+$20.7M
2
+$13.2M
3
+$8.27M
4
ABT icon
Abbott
ABT
+$7.07M
5
AMAT icon
Applied Materials
AMAT
+$4.41M

Sector Composition

1 Technology 35.09%
2 Healthcare 14.78%
3 Financials 13.55%
4 Consumer Discretionary 10.21%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$424K 0.03%
3,433
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77
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5,000
78
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79
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80
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81
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1,175
-100
82
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-50
83
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84
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85
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1,100
-50
86
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87
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88
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89
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560
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91
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92
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93
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94
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95
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96
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97
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98
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-100
99
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626
100
$233K 0.02%
3,226
1 2 3
4
5