AIM

Advyzon Investment Management Portfolio holdings

AUM $583M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$2.56M
3
+$2.17M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2M
5
BUXX icon
Strive Enhanced Income Short Maturity ETF
BUXX
+$1.51M

Top Sells

1
+$3.22M
2
+$2.61M
3
+$1.88M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$737K

Sector Composition

1 Technology 7.18%
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 Change
in Stake 		Capital Flow
226
$238K 0.08%
557
-47
227
$237K 0.08%
+882
228
$235K 0.08%
+1,930
229
$231K 0.08%
+3,263
230
$231K 0.08%
+2,335
231
$231K 0.08%
+847
232
$222K 0.08%
915
-31
233
$222K 0.08%
712
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234
$218K 0.08%
1,948
-2,575
235
$218K 0.08%
1,689
-528
236
$217K 0.08%
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237
$216K 0.08%
1,132
-11
238
$214K 0.08%
+1,465
239
$214K 0.08%
+8,078
240
$214K 0.08%
4,249
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241
$214K 0.08%
+3,656
242
$213K 0.08%
+1,449
243
$213K 0.08%
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244
$212K 0.07%
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245
$212K 0.07%
2,931
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246
$211K 0.07%
+6,260
247
$211K 0.07%
+995
248
$210K 0.07%
671
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249
$210K 0.07%
5,125
+110
250
$209K 0.07%
+2,865
8 9
10
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