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
$379M
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$4.32M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 68.07%
2 Technology 22.06%
3 Utilities 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$258M 68.01%
3,135,966
2
$83.6M 22.06%
2,064,798
3
$29.6M 7.8%
1,251,954
+182,724
4
$204K 0.05%
26,961