AIM

Advyzon Investment Management Portfolio holdings

AUM $283M
AUM
$283M
AUM Growth
+$23.7M
Cap. Flow
+$36.3M
Cap. Flow %
12.83%
Top 10 Hldgs %
39.08%
Holding
311
New
80
Increased
115
Reduced
87
Closed
27

Top Buys

1
$5.12M
2
$2.56M
3
$2.17M
4
$2M
5
$1.51M

Top Sells

1
$3.22M
2
$2.61M
3
$1.88M
4
$1.5M
5
$623K

Sector Composition

1Technology7.35%
2Financials3.72%
3Consumer Discretionary3.24%
4Healthcare3.21%
5Communication Services2.96%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.92M0.68%23,459
+14,995
+177%
+$1.23M
$1.75M0.62%34,737
-3,391
-9%
-$171K
$1.74M0.62%11,918
+92
+0.8%
+$13.4K
$1.6M0.57%8,584
-1,218
-12%
-$227K
$1.59M0.56%10,196
+4,560
+81%
+$712K
$1.58M0.56%39,270
-2,734
-7%
-$110K
$1.57M0.56%17,929
-673
-4%
-$59.1K
$1.54M0.54%18,869
+3,390
+22%
+$277K
$1.51M0.53%14,334
+87
+0.6%
+$9.17K
$1.48M0.52%29,719
-7,998
-21%
-$398K
$1.43M0.51%5,529
+3,561
+181%
+$923K
$1.42M0.5%49,391
+10,985
+29%
+$315K
$1.35M0.48%14,492
-37
-0.3%
-$3.46K
$1.35M0.48%26,379
+1,201
+5%
+$61.5K
$1.28M0.45%20,718
-1,755
-8%
-$109K
$1.23M0.43%2,386
-1,119
-32%
-$575K
$1.2M0.42%59,645
+18,278
+44%
+$368K
$1.17M0.41%2,226
+261
+13%
+$137K
$1.16M0.41%6,916
+3,594
+108%
+$602K
$1.16M0.41%51,209
-3,533
-6%
-$79.7K
$1.15M0.41%3,295
+805
+32%
+$282K
$1.15M0.41%5,561
+661
+13%
+$136K
$1.14M0.4%6,682
+110
+2%
+$18.7K
$1.14M0.4%33,989
+32
+0.1%
+$1.07K
$1.12M0.4%3,895
+2,964
+318%
+$854K
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