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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
326
$302K 0.05%
22,537
+3,564
327
$301K 0.05%
490
+109
328
$301K 0.05%
3,767
+392
329
$300K 0.05%
3,981
+855
330
$299K 0.05%
3,895
+35
331
$296K 0.05%
+811
332
$293K 0.05%
838
333
$293K 0.05%
6,282
+1,661
334
$293K 0.05%
368
+8
335
$293K 0.05%
+8,936
336
$292K 0.05%
1,323
-686
337
$290K 0.05%
2,749
-34
338
$287K 0.05%
+8,601
339
$284K 0.05%
3,950
-58
340
$282K 0.05%
8,872
+962
341
$281K 0.05%
4,515
-44
342
$281K 0.05%
6,823
+619
343
$279K 0.05%
2,124
-184
344
$275K 0.05%
4,488
-31
345
$275K 0.05%
19,474
+2,886
346
$275K 0.05%
9,278
+1,077
347
$273K 0.05%
16,065
-5,531
348
$272K 0.05%
13,552
+367
349
$268K 0.05%
12,442
+1,189
350
$267K 0.05%
7,284
12 13
14
15 16