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
376
$173K 0.04%
+10,778
377
$150K 0.03%
10,838
+342
378
$134K 0.03%
47,289
-12,052
379
$126K 0.03%
+11,937
380
$126K 0.03%
+13,759
381
$90K 0.02%
+14,100
382
$65.6K 0.01%
11,615
+450
383
– –
-712
384
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-298
385
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-42,995
386
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-2,554
387
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-254
388
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-1,449
389
– –
-1,896
390
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-417
391
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-11,686
392
– –
-895
393
– –
-7,892
394
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-21,647
395
– –
-895
396
– –
-6,321
397
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-419
398
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-1,689
399
– –
-2,018
400
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-10,292
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