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

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
SYK icon
451
Stryker
SYK
$127B
$295K 0.03%
+840
CL icon
452
Colgate-Palmolive
CL
$65.8B
$294K 0.03%
3,722
-45
MHH icon
453
Mastech Digital
MHH
$77.1M
$293K 0.03%
42,037
+19,956
THC icon
454
Tenet Healthcare
THC
$16.5B
$291K 0.03%
+1,464
FUMB icon
455
First Trust Ultra Short Duration Municipal ETF
FUMB
$238M
$289K 0.03%
14,402
+850
TTE icon
456
TotalEnergies
TTE
$190B
$287K 0.03%
+4,381
BDX icon
457
Becton Dickinson
BDX
$44.2B
$287K 0.03%
+1,476
TAP icon
458
Molson Coors Class B
TAP
$8.11B
$285K 0.03%
+6,104
EG icon
459
Everest Group
EG
$13.8B
$283K 0.03%
835
-3
RYAAY icon
460
Ryanair
RYAAY
$30.7B
$282K 0.03%
+3,903
PBDC icon
461
Putnam BDC Income ETF
PBDC
$262M
$280K 0.03%
9,166
+294
SIRI icon
462
SiriusXM
SIRI
$9.38B
$279K 0.03%
+13,978
DISV icon
463
Dimensional International Small Cap Value ETF
DISV
$4.61B
$279K 0.03%
7,334
WEC icon
464
WEC Energy
WEC
$37.1B
$275K 0.03%
+2,609
HLI icon
465
Houlihan Lokey
HLI
$11.2B
$273K 0.03%
1,569
+510
BXSL icon
466
Blackstone Secured Lending
BXSL
$5.65B
$273K 0.03%
10,359
+1,257
DIA icon
467
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.6B
$272K 0.03%
+566
DBA icon
468
Invesco DB Agriculture Fund
DBA
$982M
$271K 0.03%
10,634
+1,687
UPS icon
469
United Parcel Service
UPS
$89.7B
$270K 0.03%
+2,724
PTCT icon
470
PTC Therapeutics
PTCT
$5.9B
$269K 0.03%
+3,543
HON icon
471
Honeywell
HON
$139B
$268K 0.03%
1,374
+283
CGMS icon
472
Capital Group US Multi-Sector Income ETF
CGMS
$4.66B
$267K 0.03%
+9,683
CGCB icon
473
Capital Group Core Bond ETF
CGCB
$4.73B
$267K 0.03%
+10,081
JIRE icon
474
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.5B
$267K 0.03%
3,569
+362
CCI icon
475
Crown Castle
CCI
$37.3B
$267K 0.03%
+3,007