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
276
$304K 0.07%
1,368
+321
277
$303K 0.07%
1,608
+52
278
$302K 0.07%
7,270
-492
279
$301K 0.07%
+892
280
$300K 0.07%
2,327
+58
281
$298K 0.07%
16,588
+1,775
282
$298K 0.07%
1,526
+394
283
$298K 0.07%
4,190
+367
284
$294K 0.07%
2,783
+359
285
$292K 0.06%
+3,860
286
$290K 0.06%
1,029
+68
287
$285K 0.06%
838
+4
288
$284K 0.06%
3,332
+346
289
$283K 0.06%
10,994
+455
290
$282K 0.06%
+5,792
291
$280K 0.06%
9,692
+75
292
$277K 0.06%
3,084
+450
293
$276K 0.06%
710
+79
294
$274K 0.06%
8,864
-536
295
$272K 0.06%
4,559
-323
296
$268K 0.06%
+4,008
297
$268K 0.06%
7,910
+186
298
$267K 0.06%
+1,455
299
$266K 0.06%
6,477
-257
300
$265K 0.06%
13,185
-1,973
10 11
12
13 14