AIM

Advyzon Investment Management Portfolio holdings

AUM $862M
1-Year Est. Return 20.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$862M
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$8.51M
3 +$8.32M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$8.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.38M

Sector Composition

1 Technology 10.04%
2 Financials 4.63%
3 Healthcare 3.59%
4 Communication Services 3.48%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AZN icon
226
AstraZeneca
AZN
$304B
$780K 0.09%
+8,483
USB icon
227
US Bancorp
USB
$88.5B
$779K 0.09%
+14,605
BMY icon
228
Bristol-Myers Squibb
BMY
$121B
$778K 0.09%
14,431
+4,027
SHLD icon
229
Global X Defense Tech ETF
SHLD
$8.36B
$773K 0.09%
+11,934
TLTW icon
230
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.88B
$767K 0.09%
33,844
+3,997
AXP icon
231
American Express
AXP
$228B
$767K 0.09%
2,072
+851
KLAC icon
232
KLA
KLAC
$237B
$764K 0.09%
629
+100
VCSH icon
233
Vanguard Short-Term Corporate Bond ETF
VCSH
$41.7B
$760K 0.09%
9,532
+2,282
IDCC icon
234
InterDigital
IDCC
$9.65B
$759K 0.09%
2,383
+910
EFG icon
235
iShares MSCI EAFE Growth ETF
EFG
$15.1B
$753K 0.09%
6,610
+4,451
AMAT icon
236
Applied Materials
AMAT
$316B
$749K 0.09%
2,915
+1,645
VB icon
237
Vanguard Small-Cap ETF
VB
$77B
$745K 0.09%
2,889
+230
BNDX icon
238
Vanguard Total International Bond ETF
BNDX
$78B
$740K 0.09%
15,320
+2,565
SHOP icon
239
Shopify
SHOP
$171B
$740K 0.09%
4,597
+661
HWM icon
240
Howmet Aerospace
HWM
$95.7B
$740K 0.09%
3,608
+324
USFR icon
241
WisdomTree Floating Rate Treasury Fund
USFR
$17.2B
$734K 0.09%
14,586
-15,295
LMT icon
242
Lockheed Martin
LMT
$130B
$729K 0.08%
1,508
+402
CGGO icon
243
Capital Group Global Growth Equity ETF
CGGO
$9.89B
$725K 0.08%
+20,928
ARP icon
244
PMV Adaptive Risk Parity ETF
ARP
$63.7M
$725K 0.08%
24,006
+11,207
MU icon
245
Micron Technology
MU
$538B
$724K 0.08%
2,535
+307
EME icon
246
Emcor
EME
$38B
$718K 0.08%
1,174
+695
T icon
247
AT&T
T
$175B
$718K 0.08%
28,914
+15,575
VSGX icon
248
Vanguard ESG International Stock ETF
VSGX
$6.29B
$711K 0.08%
9,933
+4,747
GD icon
249
General Dynamics
GD
$87.5B
$709K 0.08%
2,105
+1,036
COST icon
250
Costco
COST
$447B
$689K 0.08%
799
+175