AIM

Advyzon Investment Management Portfolio holdings

AUM $283M
AUM
$283M
AUM Growth
+$23.7M
Cap. Flow
+$36.3M
Cap. Flow %
12.83%
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

1Technology7.35%
2Financials3.72%
3Consumer Discretionary3.24%
4Healthcare3.21%
5Communication Services2.96%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$206K0.07%3,045 New
+$206K
$205K0.07%6,896 New
+$205K
$205K0.07%6,604 New
+$205K
$204K0.07%4,190 New
+$204K
$203K0.07%419 New
+$203K
$203K0.07%1,662 New
+$203K
$202K0.07%814 New
+$202K
$199K0.07%7,933
-3,078
-28%
-$77.1K
$198K0.07%3,365
-2,120
-39%
-$125K
$197K0.07%298
-124
-29%
-$82.2K
$197K0.07%3,003 New
+$197K
$196K0.07%417
-62
-13%
-$29.1K
$196K0.07%527
-840
-61%
-$312K
$188K0.07%1,104 New
+$188K
$185K0.07%1,940 New
+$185K
$181K0.06%17,618 New
+$181K
$181K0.06%59,341
+36,901
+164%
+$113K
$168K0.06%1,992 New
+$168K
$152K0.05%10,496
+184
+2%
+$2.66K
$132K0.05%373 New
+$132K
$127K0.04%203 New
+$127K
$126K0.04%254 New
+$126K
$123K0.04%42,995 New
+$123K
$121K0.04%645 New
+$121K
$100K0.04%10,292 New
+$100K
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