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
351
$215K 0.05%
+8,495
352
$214K 0.05%
+2,108
353
$213K 0.05%
+1,018
354
$213K 0.05%
+5,231
355
$212K 0.05%
+696
356
$211K 0.05%
+2,007
357
$211K 0.05%
1,084
+439
358
$210K 0.05%
+1,251
359
$209K 0.05%
4,328
+138
360
$208K 0.05%
+1,136
361
$206K 0.05%
+2,312
362
$206K 0.05%
+9,544
363
$205K 0.05%
4,621
-504
364
$205K 0.05%
+409
365
$204K 0.05%
+6,320
366
$204K 0.05%
+2,021
367
$203K 0.05%
+1,398
368
$203K 0.04%
+786
369
$202K 0.04%
+7,186
370
$202K 0.04%
4,525
-3,303
371
$202K 0.04%
+4,803
372
$202K 0.04%
+381
373
$202K 0.04%
+225
374
$201K 0.04%
+752
375
$200K 0.04%
+5,628
12 13 14
15
16