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
301
$265K 0.06%
907
+60
302
$264K 0.06%
+5,707
303
$264K 0.06%
+8,577
304
$261K 0.06%
11,753
+3,675
305
$259K 0.06%
1,049
-75
306
$258K 0.06%
+5,337
307
$257K 0.06%
4,519
+270
308
$257K 0.06%
+7,277
309
$256K 0.06%
+853
310
$255K 0.06%
+360
311
$254K 0.06%
3,662
+399
312
$252K 0.06%
+788
313
$251K 0.06%
19,722
-7,597
314
$250K 0.06%
+5,212
315
$247K 0.05%
1,062
+67
316
$247K 0.05%
755
+84
317
$247K 0.05%
+3,878
318
$247K 0.05%
2,566
+357
319
$245K 0.05%
3,875
+2,218
320
$245K 0.05%
+2,390
321
$243K 0.05%
18,973
+1,355
322
$242K 0.05%
11,253
-611
323
$242K 0.05%
2,099
+159
324
$242K 0.05%
7,351
+7,243
325
$241K 0.05%
6,204
-56
11 12
13
14 15