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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
376
$241K 0.04%
+1,489
377
$241K 0.04%
22,194
+432
378
$239K 0.04%
8,947
+523
379
$239K 0.04%
+2,122
380
$237K 0.04%
9,102
+525
381
$237K 0.04%
1,507
+256
382
$236K 0.04%
+370
383
$236K 0.04%
+1,352
384
$236K 0.04%
1,028
-21
385
$236K 0.04%
3,207
386
$235K 0.04%
+6,505
387
$232K 0.04%
+4,374
388
$232K 0.04%
+636
389
$232K 0.04%
+3,131
390
$231K 0.04%
891
+17
391
$231K 0.04%
+2,739
392
$231K 0.04%
10,814
+1,270
393
$230K 0.04%
5,231
394
$230K 0.04%
+7,752
395
$230K 0.04%
+46,367
396
$229K 0.04%
+2,113
397
$229K 0.04%
+709
398
$229K 0.04%
+3,742
399
$229K 0.04%
+277
400
$228K 0.04%
6,721
+90
14 15
16
17 18