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
$583M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

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
CLX icon
426
Clorox
CLX
$11.9B
$216K 0.04%
+1,755
CAT icon
427
Caterpillar
CAT
$391B
$216K 0.04%
+453
ALV icon
428
Autoliv
ALV
$8.88B
$216K 0.04%
+1,749
ATAT icon
429
Atour Lifestyle Holdings
ATAT
$5.36B
$216K 0.04%
+5,743
GMAB icon
430
Genmab
GMAB
$16.6B
$216K 0.04%
+7,038
WT icon
431
WisdomTree
WT
$2.38B
$215K 0.04%
+15,471
MLI icon
432
Mueller Industries
MLI
$15.1B
$214K 0.04%
+2,115
FUTU icon
433
Futu Holdings
FUTU
$22.6B
$213K 0.04%
+1,226
SGI
434
Somnigroup International
SGI
$16.6B
$212K 0.04%
+2,517
MCO icon
435
Moody's
MCO
$81.1B
$211K 0.04%
443
+34
VST icon
436
Vistra
VST
$55.5B
$211K 0.04%
+1,076
MSM icon
437
MSC Industrial Direct
MSM
$5.48B
$211K 0.04%
+2,285
TRV icon
438
Travelers Companies
TRV
$65.1B
$210K 0.04%
753
+1
CORT icon
439
Corcept Therapeutics
CORT
$4.91B
$210K 0.04%
+2,527
WRB icon
440
W.R. Berkley
WRB
$25.2B
$210K 0.04%
+2,738
SDVY icon
441
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.9B
$210K 0.04%
+5,512
INTU icon
442
Intuit
INTU
$107B
$208K 0.04%
+305
CHT icon
443
Chunghwa Telecom
CHT
$33.4B
$208K 0.04%
+4,774
MBB icon
444
iShares MBS ETF
MBB
$38.8B
$208K 0.04%
+2,188
CRS icon
445
Carpenter Technology
CRS
$21.4B
$208K 0.04%
+847
FRHC icon
446
Freedom Holding
FRHC
$8.92B
$207K 0.04%
+1,203
SRVR icon
447
Pacer Data & Infrastructure Real Estate ETF
SRVR
$405M
$207K 0.04%
6,534
+214
FIS icon
448
Fidelity National Information Services
FIS
$23.4B
$207K 0.04%
+3,139
ST icon
449
Sensata Technologies
ST
$6.12B
$207K 0.04%
+6,772
NXST icon
450
Nexstar Media Group
NXST
$6.19B
$207K 0.04%
+1,045