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Rodney Ancrum

@Aviso Financial Inc.

Latest period2024 - Q3ReportedManaged Assets$2.018BTotal holdings358
Assets growth rate12.45%Assets growth rate (2-Q avg)6.23%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Aviso Financial Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 358 positions.

Assets under management

The assets under management (AUM) of Aviso Financial Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.018B in assets, with a quarterly growth rate of 12.45% and a 2-quarter average growth rate of 6.23%. The portfolio is managed by Rodney Ancrum, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GDXVaneck Etf Trust
Recent Activity
Exited
0%
$96,050
2,830 shares@ $33.94 avg price
STMStmicroelectronics N V
Recent Activity
Exited
0%
$81,153
2,066 shares@ $39.29 avg price
OVVOvintiv Inc
Recent Activity
Exited
0%
$20,154
430 shares@ $46.87 avg price
VNQVanguard Index Fds
Recent Activity
Exited
0%
$17,766
212 shares@ $83.81 avg price
IEFAIshares Tr
Recent Activity
Exited
0%
$14,094
194 shares@ $72.65 avg price
BTGB2gold Corp
Recent Activity
Exited
0%
$9,095
3,400 shares@ $2.68 avg price
LUVSouthwest Airls Co
Recent Activity
Exited
0%
$8,011
280 shares@ $28.62 avg price
NVSNovartis Ag
Recent Activity
Exited
0%
$5,323
50 shares@ $106.46 avg price
AQNAlgonquin Pwr Utils Corp
Recent Activity
Exited
0%
$3,659
625 shares@ $5.86 avg price
ARKKArk Etf Tr
Recent Activity
Exited
0%
$3,602
82 shares@ $43.93 avg price