We are live on ! Find out more
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
401
$227K 0.04%
+812
402
$226K 0.04%
730
-725
403
$226K 0.04%
1,784
+386
404
$226K 0.04%
+1,750
405
$226K 0.04%
+4,947
406
$225K 0.04%
+4,335
407
$223K 0.04%
+470
408
$223K 0.04%
815
+29
409
$223K 0.04%
+4,872
410
$223K 0.04%
+2,910
411
$223K 0.04%
+269
412
$222K 0.04%
6,645
-251
413
$222K 0.04%
+5,189
414
$220K 0.04%
+5,233
415
$220K 0.04%
+5,090
416
$220K 0.04%
2,405
+93
417
$220K 0.04%
+5,730
418
$220K 0.04%
+4,069
419
$219K 0.04%
1,078
-6
420
$219K 0.04%
+762
421
$219K 0.04%
4,537
+209
422
$218K 0.04%
+37,779
423
$217K 0.04%
+1,059
424
$217K 0.04%
+878
425
$216K 0.04%
1,091
-36
15 16
17
18 19