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AVISE FINANCIAL COOPERATIVE, INC. 13F portfolio summary

AVISE FINANCIAL COOPERATIVE, INC. of AVISE FINANCIAL COOPERATIVE, INC. has 101 current stock holdings with a reported portfolio value of $120.9M. The portfolio 1 year return is -1.53%. Top holdings include GNMA (0.00%), QQQ (0.00%), EPR-PE (0.00%), EP-PC (0.00%), LCTU (6.86%).

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AVISE FINANCIAL COOPERATIVE, INC.

AVISE FINANCIAL COOPERATIVE, INC.
Latest filing: 2026-03-31

AVISE FINANCIAL COOPERATIVE, INC. runs AVISE FINANCIAL COOPERATIVE, INC. and currently holds 101 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $120.86M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. AVISE FINANCIAL COOPERATIVE, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, AVISE FINANCIAL COOPERATIVE, INC.'s portfolio at AVISE FINANCIAL COOPERATIVE, INC. has delivered returns of -1.53%. Their 3-year annualized return is -1.53%. Looking at the 5-year horizon, AVISE FINANCIAL COOPERATIVE, INC. has achieved -1.53% annualized returns at AVISE FINANCIAL COOPERATIVE, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
-1.53%
#0/1000
3 Year
-1.53%
#0/1000
5 Year
-1.53%
#0/1000

Portfolio Value

$120.86M

Alpha Score

-1.5

#0 of 1000

Holdings

101

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change