AH

Aviva Holdings Portfolio holdings

AUM $20.5M
1-Year Est. Return 117.01%
This Quarter Est. Return
1 Year Est. Return
+117.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$22.1M
2 +$19M
3 +$30.3K

Top Sells

No sells this quarter

Sector Composition

1 Utilities 26.03%
2 Healthcare 23.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$72.4M 50.65%
3,830,679
+1,603
2
$37.2M 26.03%
1,735,233
+884,069
3
$33.3M 23.32%
1,546,001
+1,023,501