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
101
$233K 0.02%
1,229
-350
102
$227K 0.02%
810
-135,024
103
$226K 0.02%
435
104
$220K 0.02%
+3,501
105
$217K 0.02%
7,508
-292
106
$212K 0.02%
+876
107
$205K 0.02%
1,504
108
$147K 0.01%
10,000
109
$146K 0.01%
27,580
+16,000
110
– –
-2,925
1 2 3 4
5