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
$709M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$7.11M
2 +$349K

Top Sells

1 +$17.8M

Sector Composition

1 Healthcare 78.33%
2 Technology 19.4%
3 Utilities 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$555M 78.28%
3,135,966
2
$138M 19.4%
2,064,798
+106,765
3
$3.18M 0.45%
181,981
-1,018,038
4
$349K 0.05%
+26,961