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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
301
$340K 0.06%
+1,206
302
$338K 0.06%
12,130
+3,635
303
$338K 0.06%
8,135
+865
304
$337K 0.06%
799
+44
305
$335K 0.06%
11,301
-2,280
306
$333K 0.06%
4,818
+116
307
$322K 0.06%
14,653
+7
308
$321K 0.06%
2,894
+811
309
$321K 0.06%
4,602
+412
310
$318K 0.05%
754
-249
311
$317K 0.05%
+3,865
312
$317K 0.05%
6,280
-759
313
$315K 0.05%
1,008
+155
314
$314K 0.05%
+4,570
315
$312K 0.05%
11,415
+421
316
$311K 0.05%
+479
317
$309K 0.05%
5,683
-34
318
$305K 0.05%
5,766
+429
319
$305K 0.05%
2,083
+703
320
$304K 0.05%
+1,386
321
$304K 0.05%
2,444
+117
322
$303K 0.05%
2,931
-424
323
$303K 0.05%
+5,909
324
$302K 0.05%
+458
325
$302K 0.05%
932
+223
11 12
13
14 15