test

ANNIE BEGUIRISTAIN

@Avity Investment Management Inc.

Latest period2024 - Q4ReportedManaged Assets$1.276BTotal holdings107
Assets growth rate-0.65%Assets growth rate (2-Q avg)1.46%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Avity Investment Management Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 107 positions.

Assets under management

The assets under management (AUM) of Avity Investment Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.276B in assets, with a quarterly growth rate of -0.65% and a 2-quarter average growth rate of 1.46%. The portfolio is managed by ANNIE BEGUIRISTAIN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FLRNSpdr Investment Grade Floating Rate
Recent Activity
Increased 296.19%
0.23%
$2.818M
91,705 shares@ $30.74 avg price
EFAIshares Msci Eafe Index Fund
Recent Activity
Increased 0.82%
0.07%
$805,020
10,647 shares@ $75.62 avg price
SCHGSchwab Us Large Cap Growth Etf
Recent Activity
Increased 309.05%
0.05%
$544,459
19,536 shares@ $27.87 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 3.95%
0.05%
$511,563
869 shares@ $588.69 avg price
SCHVSchwab Us Large Cap Value Etf
Recent Activity
Increased 208.83%
0.04%
$433,537
16,630 shares@ $26.07 avg price
AEPAmerican Electric Power
Recent Activity
Increased 3.43%
0.04%
$417,249
4,524 shares@ $92.24 avg price
SCHFSchwab Intl Equity Etf
Recent Activity
Increased 100%
0.03%
$255,300
13,800 shares@ $18.5 avg price
CRVSCorvus Pharmaceuticals Inc.
Recent Activity
Increased 7.62%
0.02%
$158,788
29,680 shares@ $5.35 avg price