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
COR icon
426
Cencora
COR
$60B
$329K 0.04%
976
-32
SVC
427
Service Properties Trust
SVC
$990M
$328K 0.04%
178,245
+106,644
MCO icon
428
Moody's
MCO
$83.1B
$324K 0.04%
633
+190
FN icon
429
Fabrinet
FN
$24.7B
$323K 0.04%
710
+74
GSK icon
430
GSK
GSK
$111B
$319K 0.04%
+6,504
SGI
431
Somnigroup International
SGI
$16.8B
$319K 0.04%
3,568
+1,051
BR icon
432
Broadridge
BR
$18.8B
$317K 0.04%
1,423
+397
FNDE icon
433
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.45B
$317K 0.04%
8,797
+2,292
NKE icon
434
Nike
NKE
$67.6B
$314K 0.04%
4,924
+322
AMP icon
435
Ameriprise Financial
AMP
$42.5B
$312K 0.04%
+636
ACAD icon
436
Acadia Pharmaceuticals
ACAD
$3.79B
$310K 0.04%
11,612
+798
ARTY
437
iShares Future AI & Tech ETF
ARTY
$2.75B
$309K 0.04%
+6,404
DOL icon
438
WisdomTree True Developed International Fund
DOL
$789M
$308K 0.04%
4,675
+160
HEQT icon
439
Simplify Hedged Equity ETF
HEQT
$321M
$307K 0.04%
+9,593
MEDP icon
440
Medpace
MEDP
$14.5B
$306K 0.04%
+545
BSJT icon
441
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$472M
$306K 0.04%
14,208
+1,766
CGNG
442
Capital Group New Geography Equity ETF
CGNG
$2.02B
$304K 0.04%
+9,518
CTAS icon
443
Cintas
CTAS
$69.9B
$304K 0.04%
+1,614
VOE icon
444
Vanguard Mid-Cap Value ETF
VOE
$22.1B
$303K 0.04%
1,707
+355
CEF icon
445
Sprott Physical Gold and Silver Trust
CEF
$9.38B
$301K 0.03%
6,569
-715
CHRW icon
446
C.H. Robinson
CHRW
$21.5B
$301K 0.03%
+1,871
TMAT icon
447
Main Thematic Innovation ETF
TMAT
$210M
$301K 0.03%
+12,027
VSDM
448
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$541M
$298K 0.03%
3,903
+8
COWZ icon
449
Pacer US Cash Cows 100 ETF
COWZ
$18.1B
$298K 0.03%
+4,953
EXEL icon
450
Exelixis
EXEL
$11.9B
$297K 0.03%
+6,769
16 17
18
19 20