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
$1.28B
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$15.8M
3
+$9.46M
4
UBER icon
Uber
UBER
+$4.08M
5
GS icon
Goldman Sachs
GS
+$1.45M

Top Sells

1
+$37.9M
2
+$12.4M
3
+$2.89M
4
AMAT icon
Applied Materials
AMAT
+$2.55M
5
ABT icon
Abbott
ABT
+$2.43M

Sector Composition

1 Technology 30.61%
2 Healthcare 16.47%
3 Financials 13.8%
4 Consumer Discretionary 9.18%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$456K 0.04%
1,990
-480
77
$449K 0.03%
4,374
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78
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2,268
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79
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80
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1,685
81
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2,290
82
$389K 0.03%
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83
$344K 0.03%
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84
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1,025
85
$323K 0.03%
877
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86
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560
87
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88
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89
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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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99
$247K 0.02%
1,582
100
$245K 0.02%
+960
1 2 3
4
5