AIM

Advyzon Investment Management Portfolio holdings

AUM $583M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$2.56M
3
+$2.17M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2M
5
BUXX icon
Strive Enhanced Income Short Maturity ETF
BUXX
+$1.51M

Top Sells

1
+$3.22M
2
+$2.61M
3
+$1.88M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$737K

Sector Composition

1 Technology 7.18%
2 Financials 3.72%
3 Consumer Discretionary 3.24%
4 Healthcare 3.21%
5 Communication Services 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.68%
23,459
+14,995
27
$1.75M 0.62%
34,737
-3,391
28
$1.74M 0.62%
11,918
+92
29
$1.6M 0.57%
8,584
-1,218
30
$1.59M 0.56%
10,196
+4,560
31
$1.58M 0.56%
39,270
-2,734
32
$1.57M 0.56%
17,929
-673
33
$1.54M 0.54%
18,869
+3,390
34
$1.51M 0.53%
14,334
+87
35
$1.48M 0.52%
29,719
-7,998
36
$1.43M 0.51%
5,529
+3,561
37
$1.42M 0.5%
49,391
+10,985
38
$1.35M 0.48%
14,492
-37
39
$1.35M 0.48%
26,379
+1,201
40
$1.28M 0.45%
20,718
-1,755
41
$1.23M 0.43%
2,386
-1,119
42
$1.2M 0.42%
59,645
+18,278
43
$1.17M 0.41%
2,226
+261
44
$1.16M 0.41%
6,916
+3,594
45
$1.16M 0.41%
51,209
-3,533
46
$1.15M 0.41%
3,295
+805
47
$1.15M 0.41%
5,561
+661
48
$1.14M 0.4%
6,682
+110
49
$1.14M 0.4%
33,989
+32
50
$1.12M 0.4%
3,895
+2,964
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