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
$862M
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.51M
3
+$8.32M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$8.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.38M

Top Sells

1
+$6.78M
2
+$6.35M
3
+$4.69M
4
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$4.69M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.31M

Sector Composition

1 Technology 10.04%
2 Financials 4.63%
3 Healthcare 3.59%
4 Communication Services 3.48%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQIX icon
376
Equinix
EQIX
$109B
$394K 0.05%
514
+59
GWW icon
377
W.W. Grainger
GWW
$54.6B
$394K 0.05%
390
+31
SDIV icon
378
Global X SuperDividend ETF
SDIV
$1.28B
$394K 0.05%
16,381
+653
GSEP icon
379
FT Vest US Equity Moderate Buffer ETF September
GSEP
$477M
$393K 0.05%
10,148
FBTC icon
380
Fidelity Wise Origin Bitcoin Fund
FBTC
$10.4B
$391K 0.05%
5,129
-342
ARKB icon
381
ARK 21Shares Bitcoin ETF
ARKB
$1.26B
$391K 0.05%
13,459
-896
MORT icon
382
VanEck Mortgage REIT Income ETF
MORT
$407M
$388K 0.05%
36,910
+4,794
PRAA icon
383
PRA Group
PRAA
$806M
$386K 0.04%
+21,825
MET icon
384
MetLife
MET
$50.2B
$385K 0.04%
+4,881
LFVN icon
385
LifeVantage
LFVN
$62.7M
$384K 0.04%
62,277
+48,322
USHY icon
386
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
$382K 0.04%
10,205
-4,529
SRET icon
387
Global X SuperDividend REIT ETF
SRET
$234M
$381K 0.04%
17,484
+1,174
CAH icon
388
Cardinal Health
CAH
$47.2B
$379K 0.04%
1,842
+335
AJG icon
389
Arthur J. Gallagher & Co
AJG
$56.8B
$378K 0.04%
+1,460
NEM icon
390
Newmont
NEM
$121B
$377K 0.04%
3,771
+1,032
WBD icon
391
Warner Bros
WBD
$68.5B
$376K 0.04%
+13,040
ADM icon
392
Archer Daniels Midland
ADM
$33.5B
$374K 0.04%
6,501
+74
DIS icon
393
Walt Disney
DIS
$186B
$363K 0.04%
3,191
+48
STIP icon
394
iShares 0-5 Year TIPS Bond ETF
STIP
$14.9B
$361K 0.04%
3,527
+596
RSG icon
395
Republic Services
RSG
$63.4B
$361K 0.04%
1,704
+676
ACCO icon
396
Acco Brands
ACCO
$306M
$360K 0.04%
96,557
+47,592
QYLD icon
397
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
$358K 0.04%
20,261
+4,196
ROST icon
398
Ross Stores
ROST
$72.9B
$356K 0.04%
+1,977
AMTM
399
Amentum Holdings
AMTM
$6.78B
$356K 0.04%
12,276
+1,795
DTCR icon
400
Global X Data Center & Digital Infrastructure ETF
DTCR
$1.52B
$356K 0.04%
16,852
-1,144
14 15
16
17 18