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
$452M
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.99M
3
+$4.79M
4
XTRE icon
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
+$4.08M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.88M

Top Sells

1
+$2.36M
2
+$2M
3
+$1.2M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$806K
5
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$707K

Sector Composition

1 Technology 9.32%
2 Financials 3.46%
3 Communication Services 3.42%
4 Consumer Discretionary 3.36%
5 Consumer Staples 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$368K 0.08%
+12,653
227
$368K 0.08%
+6,135
228
$366K 0.08%
3,918
+1,053
229
$365K 0.08%
351
+9
230
$363K 0.08%
+893
231
$363K 0.08%
+12,430
232
$361K 0.08%
21,596
+3,907
233
$361K 0.08%
+13,809
234
$361K 0.08%
+7,784
235
$359K 0.08%
15,939
-44
236
$359K 0.08%
+7,137
237
$359K 0.08%
33,954
+7,237
238
$358K 0.08%
1,123
+241
239
$358K 0.08%
1,505
-92
240
$357K 0.08%
2,389
+292
241
$355K 0.08%
+6,330
242
$354K 0.08%
7,039
+886
243
$354K 0.08%
3,095
+166
244
$353K 0.08%
8,253
-189
245
$353K 0.08%
7,628
+639
246
$347K 0.08%
+3,097
247
$347K 0.08%
10,049
+1,574
248
$346K 0.08%
1,751
+165
249
$345K 0.08%
3,355
+58
250
$344K 0.08%
+6,607
8 9
10
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