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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
451
$205K 0.04%
7,167
-19
452
$204K 0.04%
+2,693
453
$204K 0.04%
+4,522
454
$204K 0.04%
+1,858
455
$204K 0.03%
+2,277
456
$203K 0.03%
+4,540
457
$203K 0.03%
+1,511
458
$203K 0.03%
+1,176
459
$202K 0.03%
+2,756
460
$202K 0.03%
+860
461
$202K 0.03%
+6,277
462
$201K 0.03%
+3,266
463
$200K 0.03%
+2,445
464
$195K 0.03%
+48,965
465
$194K 0.03%
+17,020
466
$194K 0.03%
+71,601
467
$191K 0.03%
+13,372
468
$189K 0.03%
+20,136
469
$185K 0.03%
+12,253
470
$184K 0.03%
11,557
-46,327
471
$168K 0.03%
+22,081
472
$145K 0.03%
10,751
-87
473
$136K 0.02%
+13,955
474
$135K 0.02%
+10,610
475
$125K 0.02%
14,255
+496
16 17 18
19
20