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AIM

Advyzon Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 22.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.44M
3
+$4.38M
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$4.34M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.84M

Top Sells

1
+$3.96M
2
+$2.29M
3
+$1.86M
4
LRCX icon
Lam Research
LRCX
+$1.76M
5
SO icon
Southern Company
SO
+$1.61M

Sector Composition

1 Technology 10.44%
2 Financials 3.82%
3 Communication Services 3.56%
4 Consumer Discretionary 3.52%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$484K 0.08%
27,342
+1,940
227
$481K 0.08%
13,166
+994
228
$479K 0.08%
15,234
+6,073
229
$476K 0.08%
13,777
+1,264
230
$471K 0.08%
20,522
+8,769
231
$469K 0.08%
10,404
+2,776
232
$466K 0.08%
2,726
+337
233
$465K 0.08%
9,655
+4,443
234
$465K 0.08%
9,783
+223
235
$463K 0.08%
+2,613
236
$463K 0.08%
6,758
+2,880
237
$462K 0.08%
2,740
-13
238
$460K 0.08%
11,191
-1,091
239
$458K 0.08%
5,396
+1,022
240
$446K 0.08%
4,399
+1,067
241
$438K 0.08%
11,569
+5,941
242
$436K 0.07%
1,487
+27
243
$434K 0.07%
9,403
+1,150
244
$432K 0.07%
2,247
+49
245
$432K 0.07%
6,852
+522
246
$431K 0.07%
+789
247
$424K 0.07%
5,048
+2,134
248
$418K 0.07%
+1,391
249
$417K 0.07%
1,760
-124
250
$411K 0.07%
+2,602
8 9
10
11 12