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
$862M
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.51M
3
+$8.32M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$8.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.38M

Top Sells

1
+$6.78M
2
+$6.35M
3
+$4.69M
4
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$4.69M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.31M

Sector Composition

1 Technology 10.04%
2 Financials 4.63%
3 Healthcare 3.59%
4 Communication Services 3.48%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAML icon
251
Congress Large Cap Growth ETF
CAML
$377M
$678K 0.08%
17,766
+359
NOW icon
252
ServiceNow
NOW
$107B
$674K 0.08%
4,402
+1,662
HRMY icon
253
Harmony Biosciences
HRMY
$1.82B
$662K 0.08%
+17,698
SHYG icon
254
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.58B
$657K 0.08%
15,316
+2,504
BKLN icon
255
Invesco Senior Loan ETF
BKLN
$6.53B
$654K 0.08%
31,138
+3,193
CRM icon
256
Salesforce
CRM
$154B
$653K 0.08%
2,465
+705
VONE icon
257
Vanguard Russell 1000 ETF
VONE
$7.6B
$647K 0.08%
+2,092
IYW icon
258
iShares US Technology ETF
IYW
$20.7B
$636K 0.07%
3,184
+1,408
TMO icon
259
Thermo Fisher Scientific
TMO
$194B
$633K 0.07%
1,093
+551
GLW icon
260
Corning
GLW
$143B
$633K 0.07%
7,230
+3,365
DFSD icon
261
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.5B
$631K 0.07%
13,153
+3,498
CMI icon
262
Cummins
CMI
$89.4B
$630K 0.07%
1,234
+435
MRSH
263
Marsh
MRSH
$85.2B
$625K 0.07%
3,370
+660
BOTZ icon
264
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.37B
$624K 0.07%
17,221
-10,797
FISV
265
Fiserv Inc
FISV
$33.5B
$624K 0.07%
9,284
+7,534
NXST icon
266
Nexstar Media Group
NXST
$6.33B
$622K 0.07%
3,063
+2,018
QXO
267
QXO Inc
QXO
$15.3B
$620K 0.07%
32,126
+5,188
SPIB icon
268
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$616K 0.07%
18,225
+7,711
VYM icon
269
Vanguard High Dividend Yield ETF
VYM
$76B
$615K 0.07%
+4,286
SPRX icon
270
Spear Alpha ETF
SPRX
$181M
$612K 0.07%
+15,888
SUB icon
271
iShares Short-Term National Muni Bond ETF
SUB
$11B
$609K 0.07%
5,705
+299
EXPD icon
272
Expeditors International
EXPD
$19.9B
$603K 0.07%
4,049
+884
ITOT icon
273
iShares Core S&P Total US Stock Market ETF
ITOT
$87.8B
$603K 0.07%
4,057
-683
FAST icon
274
Fastenal
FAST
$51.9B
$603K 0.07%
15,021
+4,977
ARKK icon
275
ARK Innovation ETF
ARKK
$7.08B
$602K 0.07%
7,826
-363
9 10
11
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