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
$452M
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.99M
3
+$4.79M
4
XTRE icon
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
+$4.08M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.88M

Top Sells

1
+$2.36M
2
+$2M
3
+$1.2M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$806K
5
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$707K

Sector Composition

1 Technology 9.32%
2 Financials 3.46%
3 Communication Services 3.42%
4 Consumer Discretionary 3.36%
5 Consumer Staples 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.66M 0.81%
35,077
+20,743
27
$3.53M 0.78%
133,762
+6,397
28
$3.42M 0.76%
+46,458
29
$3.25M 0.72%
44,644
+41,018
30
$3.12M 0.69%
+75,655
31
$3.02M 0.67%
+113,057
32
$2.96M 0.66%
+115,043
33
$2.92M 0.65%
59,456
-6,001
34
$2.85M 0.63%
21,300
+13,700
35
$2.81M 0.62%
5,785
+788
36
$2.79M 0.62%
30,422
+27,610
37
$2.75M 0.61%
+28,239
38
$2.75M 0.61%
+9,844
39
$2.74M 0.61%
102,763
+1,715
40
$2.42M 0.54%
+21,491
41
$2.38M 0.53%
+41,711
42
$2.29M 0.51%
+50,115
43
$2.28M 0.5%
77,352
+3,440
44
$2.17M 0.48%
36,204
-3,319
45
$2.16M 0.48%
12,168
+1,972
46
$2.07M 0.46%
34,588
-3,009
47
$2.05M 0.45%
22,928
-531
48
$2.02M 0.45%
47,698
+18,714
49
$1.95M 0.43%
6,726
+2,336
50
$1.94M 0.43%
6,651
+4,684
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