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
251
$206K 0.07%
+3,045
252
$205K 0.07%
+6,896
253
$205K 0.07%
+6,604
254
$204K 0.07%
+4,190
255
$203K 0.07%
+419
256
$203K 0.07%
+1,662
257
$202K 0.07%
+814
258
$199K 0.07%
7,933
-3,078
259
$198K 0.07%
3,365
-2,120
260
$197K 0.07%
298
-124
261
$197K 0.07%
+3,003
262
$196K 0.07%
417
-62
263
$196K 0.07%
527
-840
264
$188K 0.07%
+1,104
265
$185K 0.07%
+1,940
266
$181K 0.06%
+17,618
267
$181K 0.06%
59,341
+36,901
268
$168K 0.06%
+1,992
269
$152K 0.05%
10,496
+184
270
$132K 0.05%
+373
271
$127K 0.05%
+203
272
$126K 0.04%
+254
273
$123K 0.04%
+42,995
274
$121K 0.04%
+645
275
$100K 0.04%
+10,292
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