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
BALT icon
276
Innovator Defined Wealth Shield ETF
BALT
$2.42B
$601K 0.07%
17,946
-41
GROZ
277
Zacks Focus Growth ETF
GROZ
$71.3M
$598K 0.07%
+20,052
MBB icon
278
iShares MBS ETF
MBB
$38.9B
$597K 0.07%
6,271
+4,083
ADI icon
279
Analog Devices
ADI
$186B
$597K 0.07%
2,201
+802
DHR icon
280
Danaher
DHR
$130B
$595K 0.07%
2,598
+547
VTIP icon
281
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.3B
$594K 0.07%
12,006
+535
ST icon
282
Sensata Technologies
ST
$5.96B
$592K 0.07%
17,791
+11,019
TFC icon
283
Truist Financial
TFC
$63.5B
$591K 0.07%
+12,018
ANET icon
284
Arista Networks
ANET
$224B
$579K 0.07%
4,421
+1,731
ABBV icon
285
AbbVie
ABBV
$355B
$579K 0.07%
11,222
+5,542
DIV icon
286
Global X SuperDividend US ETF
DIV
$724M
$577K 0.07%
33,328
+5,986
DEA
287
Easterly Government Properties
DEA
$1.07B
$576K 0.07%
27,172
+6,650
LEA icon
288
Lear
LEA
$6.48B
$575K 0.07%
+5,014
CGMM
289
Capital Group U.S. Small and Mid Cap ETF
CGMM
$2.26B
$574K 0.07%
+19,915
WBIY icon
290
WBI Power Factor High Dividend ETF
WBIY
$58M
$571K 0.07%
17,854
-2,301
PH icon
291
Parker-Hannifin
PH
$120B
$567K 0.07%
+645
VMBS icon
292
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$564K 0.07%
11,973
+3,978
BX icon
293
Blackstone
BX
$101B
$562K 0.07%
3,646
+920
USSG icon
294
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$534M
$558K 0.06%
8,792
+4,304
MC icon
295
Moelis & Co
MC
$4.93B
$554K 0.06%
+8,066
ZTS icon
296
Zoetis
ZTS
$49.4B
$554K 0.06%
4,402
+2,319
RPV icon
297
Invesco S&P 500 Pure Value ETF
RPV
$1.79B
$553K 0.06%
+5,349
IWX icon
298
iShares Russell Top 200 Value ETF
IWX
$3.68B
$553K 0.06%
+6,015
BUFR icon
299
FT Vest Fund of Buffer ETFs
BUFR
$9.13B
$548K 0.06%
15,998
+9,353
CGXU icon
300
Capital Group International Focus Equity ETF
CGXU
$5.51B
$548K 0.06%
18,540
+9,262
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