AIM

Advyzon Investment Management Portfolio holdings

AUM $583M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
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 +$4.99M
2 +$4.88M
3 +$4.69M
4
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$4.69M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$4.23M

Top Sells

1 +$4.15M
2 +$2.29M
3 +$2.23M
4
GLD icon
SPDR Gold Trust
GLD
+$2.07M
5
SO icon
Southern Company
SO
+$1.63M

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
CLX icon
426
Clorox
CLX
$13B
$216K 0.04%
+1,755
CAT icon
427
Caterpillar
CAT
$266B
$216K 0.04%
+453
ALV icon
428
Autoliv
ALV
$9.01B
$216K 0.04%
+1,749
ATAT icon
429
Atour Lifestyle Holdings
ATAT
$5.59B
$216K 0.04%
+5,743
GMAB icon
430
Genmab
GMAB
$19.3B
$216K 0.04%
+7,038
WT icon
431
WisdomTree
WT
$1.55B
$215K 0.04%
+15,471
MLI icon
432
Mueller Industries
MLI
$12.2B
$214K 0.04%
+2,115
FUTU icon
433
Futu Holdings
FUTU
$23.8B
$213K 0.04%
+1,226
SGI
434
Somnigroup International
SGI
$19.6B
$212K 0.04%
+2,517
MCO icon
435
Moody's
MCO
$86.9B
$211K 0.04%
443
+34
VST icon
436
Vistra
VST
$58.8B
$211K 0.04%
+1,076
MSM icon
437
MSC Industrial Direct
MSM
$4.81B
$211K 0.04%
+2,285
TRV icon
438
Travelers Companies
TRV
$64.8B
$210K 0.04%
753
+1
CORT icon
439
Corcept Therapeutics
CORT
$8.39B
$210K 0.04%
+2,527
WRB icon
440
W.R. Berkley
WRB
$27.7B
$210K 0.04%
+2,738
SDVY icon
441
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.25B
$210K 0.04%
+5,512
INTU icon
442
Intuit
INTU
$176B
$208K 0.04%
+305
CHT icon
443
Chunghwa Telecom
CHT
$31.9B
$208K 0.04%
+4,774
MBB icon
444
iShares MBS ETF
MBB
$39.1B
$208K 0.04%
+2,188
CRS icon
445
Carpenter Technology
CRS
$15.8B
$208K 0.04%
+847
FRHC icon
446
Freedom Holding
FRHC
$8.17B
$207K 0.04%
+1,203
SRVR icon
447
Pacer Data & Infrastructure Real Estate ETF
SRVR
$389M
$207K 0.04%
6,534
+214
FIS icon
448
Fidelity National Information Services
FIS
$34.3B
$207K 0.04%
+3,139
ST icon
449
Sensata Technologies
ST
$4.73B
$207K 0.04%
+6,772
NXST icon
450
Nexstar Media Group
NXST
$5.71B
$207K 0.04%
+1,045