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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
426
$216K 0.04%
+1,755
427
$216K 0.04%
+453
428
$216K 0.04%
+1,749
429
$216K 0.04%
+5,743
430
$216K 0.04%
+7,038
431
$215K 0.04%
+15,471
432
$214K 0.04%
+2,115
433
$213K 0.04%
+1,226
434
$212K 0.04%
+2,517
435
$211K 0.04%
443
+34
436
$211K 0.04%
+1,076
437
$211K 0.04%
+2,285
438
$210K 0.04%
753
+1
439
$210K 0.04%
+2,527
440
$210K 0.04%
+2,738
441
$210K 0.04%
+5,512
442
$208K 0.04%
+305
443
$208K 0.04%
+4,774
444
$208K 0.04%
+2,188
445
$208K 0.04%
+847
446
$207K 0.04%
+1,203
447
$207K 0.04%
6,534
+214
448
$207K 0.04%
+3,139
449
$207K 0.04%
+6,772
450
$207K 0.04%
+1,045
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