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
326
$240K 0.05%
+6,070
327
$240K 0.05%
4,097
-1,937
328
$234K 0.05%
+6,388
329
$234K 0.05%
+21,762
330
$234K 0.05%
980
-33
331
$233K 0.05%
874
-613
332
$231K 0.05%
2,083
+135
333
$229K 0.05%
6,378
-226
334
$228K 0.05%
+1,885
335
$228K 0.05%
1,930
+268
336
$228K 0.05%
920
+106
337
$227K 0.05%
463
-94
338
$227K 0.05%
+3,207
339
$226K 0.05%
930
+15
340
$224K 0.05%
+2,704
341
$222K 0.05%
+8,201
342
$222K 0.05%
+709
343
$220K 0.05%
+8,424
344
$219K 0.05%
6,896
345
$219K 0.05%
7,284
+7,077
346
$218K 0.05%
497
-30
347
$217K 0.05%
+6,631
348
$216K 0.05%
+1,499
349
$216K 0.05%
3,126
+81
350
$215K 0.05%
+1,380
12 13
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