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
251
$342K 0.08%
5,222
+342
252
$341K 0.08%
1,806
+305
253
$340K 0.08%
1,520
+55
254
$338K 0.07%
11,783
+2,268
255
$337K 0.07%
1,164
+129
256
$333K 0.07%
15,757
+3,645
257
$333K 0.07%
6,315
+77
258
$331K 0.07%
3,631
-50
259
$330K 0.07%
3,278
+398
260
$328K 0.07%
17,574
+362
261
$327K 0.07%
9,161
+753
262
$324K 0.07%
+4,705
263
$324K 0.07%
1,610
+95
264
$324K 0.07%
4,702
+45
265
$320K 0.07%
5,717
+549
266
$319K 0.07%
+9,507
267
$319K 0.07%
2,481
-450
268
$316K 0.07%
+8,822
269
$313K 0.07%
14,646
+256
270
$312K 0.07%
414
+211
271
$309K 0.07%
+3,738
272
$308K 0.07%
+2,914
273
$308K 0.07%
2,308
-17
274
$307K 0.07%
3,375
+364
275
$305K 0.07%
7,074
-732
9 10
11
12 13