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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
351
$263K 0.05%
+542
352
$262K 0.05%
+6,831
353
$262K 0.05%
+9,891
354
$262K 0.05%
+6,835
355
$262K 0.04%
7,334
-17
356
$261K 0.04%
+7,234
357
$260K 0.04%
+7,600
358
$260K 0.04%
1,270
+134
359
$255K 0.04%
5,893
-584
360
$253K 0.04%
+1,450
361
$252K 0.04%
967
+47
362
$251K 0.04%
1,049
+69
363
$251K 0.04%
+923
364
$251K 0.04%
+10,481
365
$249K 0.04%
20,105
+383
366
$247K 0.04%
6,070
367
$246K 0.04%
2,159
-938
368
$246K 0.04%
506
+43
369
$245K 0.04%
2,799
+233
370
$244K 0.04%
1,026
+96
371
$244K 0.04%
3,915
-182
372
$243K 0.04%
4,279
-2,789
373
$243K 0.04%
12,826
+2,048
374
$243K 0.04%
+4,047
375
$242K 0.04%
+1,508
13 14
15
16 17