AIM

Advyzon Investment Management Portfolio holdings

AUM $583M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
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
+$4.99M
2
+$4.88M
3
+$4.69M
4
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$4.69M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$4.23M

Top Sells

1
+$4.15M
2
+$2.29M
3
+$2.23M
4
GLD icon
SPDR Gold Trust
GLD
+$2.07M
5
SO icon
Southern Company
SO
+$1.63M

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
TMO icon
351
Thermo Fisher Scientific
TMO
$220B
$263K 0.05%
+542
JULW icon
352
AllianzIM US Large Cap Buffer20 Jul ETF
JULW
$302M
$262K 0.05%
+6,831
BTU icon
353
Peabody Energy
BTU
$3.25B
$262K 0.05%
+9,891
OCTW icon
354
AllianzIM U.S. Large Cap Buffer20 Oct ETF
OCTW
$534M
$262K 0.05%
+6,835
DISV icon
355
Dimensional International Small Cap Value ETF
DISV
$3.85B
$262K 0.04%
7,334
-17
JANW icon
356
AllianzIM U.S. Large Cap Buffer20 Jan ETF
JANW
$286M
$261K 0.04%
+7,234
APRW icon
357
AllianzIM US Large Cap Buffer20 Apr ETF
APRW
$167M
$260K 0.04%
+7,600
AMAT icon
358
Applied Materials
AMAT
$203B
$260K 0.04%
1,270
+134
DOCT icon
359
FT Vest US Equity Deep Buffer ETF October
DOCT
$379M
$255K 0.04%
5,893
-584
ARKW icon
360
ARK Web x.0 ETF
ARKW
$2.12B
$253K 0.04%
+1,450
ITW icon
361
Illinois Tool Works
ITW
$71.8B
$252K 0.04%
967
+47
TMUS icon
362
T-Mobile US
TMUS
$231B
$251K 0.04%
1,049
+69
DASH icon
363
DoorDash
DASH
$88.6B
$251K 0.04%
+923
AMTM
364
Amentum Holdings
AMTM
$6.87B
$251K 0.04%
+10,481
KYN icon
365
Kayne Anderson Energy Infrastructure Fund
KYN
$2.08B
$249K 0.04%
20,105
+383
DMAR icon
366
FT Vest US Equity Deep Buffer ETF March
DMAR
$359M
$247K 0.04%
6,070
EFG icon
367
iShares MSCI EAFE Growth ETF
EFG
$9.38B
$246K 0.04%
2,159
-938
RACE icon
368
Ferrari
RACE
$68.6B
$246K 0.04%
506
+43
CHD icon
369
Church & Dwight Co
CHD
$20.3B
$245K 0.04%
2,799
+233
BR icon
370
Broadridge
BR
$26.4B
$244K 0.04%
1,026
+96
BITB icon
371
Bitwise Bitcoin ETF
BITB
$3.28B
$244K 0.04%
3,915
-182
TSCO icon
372
Tractor Supply
TSCO
$28.4B
$243K 0.04%
4,279
-2,789
STNE icon
373
StoneCo
STNE
$4.4B
$243K 0.04%
12,826
+2,048
AVXC icon
374
Avantis Emerging Markets ex-China Equity ETF
AVXC
$199M
$243K 0.04%
+4,047
FAD icon
375
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$361M
$242K 0.04%
+1,508
13 14
15
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