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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
276
$372K 0.06%
4,930
+470
277
$372K 0.06%
12,551
+121
278
$371K 0.06%
10,150
+101
279
$369K 0.06%
17,996
+422
280
$366K 0.06%
7,881
+97
281
$366K 0.06%
13,966
+157
282
$366K 0.06%
+1,720
283
$365K 0.06%
1,069
+162
284
$364K 0.06%
9,271
-1,484
285
$360K 0.06%
3,143
+14
286
$360K 0.06%
5,186
-36
287
$357K 0.06%
+455
288
$356K 0.06%
10,514
+1,007
289
$355K 0.06%
11,958
+175
290
$353K 0.06%
5,243
+77
291
$353K 0.06%
1,621
+13
292
$353K 0.06%
16,310
+553
293
$352K 0.06%
1,493
-6
294
$350K 0.06%
1,629
+19
295
$349K 0.06%
7,959
+885
296
$348K 0.06%
9,229
+1,952
297
$348K 0.06%
1,776
-422
298
$346K 0.06%
32,116
-1,838
299
$344K 0.06%
1,399
-106
300
$342K 0.06%
359
+8
10 11
12
13 14