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
$259M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$29.6M
2 +$13.7M
3 +$12.5M
4
STXV icon
Strive 1000 Value ETF
STXV
+$12.2M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$11.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.29%
2 Financials 3.39%
3 Communication Services 2.69%
4 Consumer Discretionary 2.45%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$201K 0.08%
+3,978
227
$155K 0.06%
+14,552
228
$151K 0.06%
+10,312
229
$151K 0.06%
+21,700
230
$85.5K 0.03%
+22,440
231
$9.2K ﹤0.01%
+12,500