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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
251
$407K 0.07%
2,051
+300
252
$406K 0.07%
1,221
+98
253
$405K 0.07%
1,795
+275
254
$403K 0.07%
3,902
+33
255
$403K 0.07%
1,076
-435
256
$403K 0.07%
4,256
+1,172
257
$401K 0.07%
7,197
+590
258
$400K 0.07%
+11,721
259
$396K 0.07%
+7,181
260
$394K 0.07%
+12,799
261
$392K 0.07%
2,690
+300
262
$391K 0.07%
12,705
+52
263
$388K 0.07%
3,165
+70
264
$386K 0.07%
10,148
265
$385K 0.07%
5,065
+360
266
$384K 0.07%
6,427
+112
267
$382K 0.07%
2,530
+49
268
$380K 0.07%
5,869
+77
269
$380K 0.07%
7,012
-1,279
270
$377K 0.06%
15,728
-211
271
$377K 0.06%
3,382
-1,026
272
$377K 0.06%
13,339
+3,647
273
$375K 0.06%
7,995
+2,288
274
$373K 0.06%
+2,228
275
$372K 0.06%
1,319
+155
9 10
11
12 13