AIM
Advyzon Investment Management Portfolio holdings
AUM $283M
AUM
$283M
AUM Growth
+$23.7M (+9%)
Cap. Flow
+$36.3M
Cap. Flow % of AUM
12.83%
Top 10 Holdings %Top 10 Hldgs %
39.08%
Holding
311
New
80
Increased
115
Reduced
87
Closed
27
Top Buys
| 1 | $5.12M | |
| 2 | $2.56M | |
| 3 | $2.17M | |
| 4 | $2M | |
| 5 | $1.51M |
Top Sells
| 1 | $3.22M | |
| 2 | $2.61M | |
| 3 | $1.88M | |
| 4 | $1.5M | |
| 5 | $623K |
Sector Composition
| 1 | Technology | 7.35% |
| 2 | Financials | 3.72% |
| 3 | Consumer Discretionary | 3.24% |
| 4 | Healthcare | 3.21% |
| 5 | Communication Services | 2.96% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $238K | 0.08% | 557 -47 | -8% | -$20.1K | |||
| $237K | 0.08% | 882 | New | +$237K | |||
| $235K | 0.08% | 1,930 | New | +$235K | |||
| $231K | 0.08% | 3,263 | New | +$231K | |||
| $231K | 0.08% | 2,335 | New | +$231K | |||
| $231K | 0.08% | 847 | New | +$231K | |||
| $222K | 0.08% | 915 -31 | -3% | -$7.51K | |||
| $222K | 0.08% | 712 -177 | -20% | -$55.1K | |||
| $218K | 0.08% | 1,948 -2,575 | -57% | -$288K | |||
| $218K | 0.08% | 1,689 -528 | -24% | -$68.1K | |||
| $217K | 0.08% | 1,896 | New | +$217K | |||
| $216K | 0.08% | 1,132 -11 | -1% | -$2.1K | |||
| $214K | 0.08% | 1,465 | New | +$214K | |||
| $214K | 0.08% | 20,194 | New | +$214K | |||
| $214K | 0.08% | 4,249 +43 | +1% | +$2.17K | |||
| $214K | 0.08% | 3,656 | New | +$214K | |||
| $213K | 0.08% | 1,449 | New | +$213K | |||
| $213K | 0.08% | 14,813 | New | +$213K | |||
| $212K | 0.07% | 2,986 -717 | -19% | -$50.9K | |||
| $212K | 0.07% | 2,931 -265 | -8% | -$19.1K | |||
| $211K | 0.07% | 6,260 | New | +$211K | |||
| $211K | 0.07% | 995 | New | +$211K | |||
| $210K | 0.07% | 671 +5 | +0.8% | +$1.57K | |||
| $210K | 0.07% | 5,125 +110 | +2% | +$4.5K | |||
| $209K | 0.07% | 2,865 | New | +$209K |
