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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
26
$4.69M 0.8%
+30,158
27
$4.53M 0.78%
75,568
+33,857
28
$4.41M 0.76%
41,426
+6,349
29
$4.3M 0.74%
144,502
+19,276
30
$4.27M 0.73%
7,106
-6,912
31
$4.08M 0.7%
16,763
+4,595
32
$4.06M 0.7%
91,841
-1,403
33
$3.94M 0.68%
88,282
+40,584
34
$3.94M 0.68%
38,228
-14,022
35
$3.81M 0.65%
134,798
+1,036
36
$3.76M 0.65%
47,714
+25,013
37
$3.71M 0.64%
7,378
+1,593
38
$3.52M 0.6%
46,831
+373
39
$3.44M 0.59%
43,929
-715
40
$3.19M 0.55%
118,398
+15,635
41
$3.11M 0.53%
114,046
+989
42
$3.08M 0.53%
61,570
+2,114
43
$3.01M 0.52%
60,309
-22,263
44
$2.98M 0.51%
61,855
+40,982
45
$2.89M 0.5%
24,307
+11,103
46
$2.82M 0.48%
88,541
+11,189
47
$2.68M 0.46%
8,494
+1,768
48
$2.62M 0.45%
99,109
-15,934
49
$2.5M 0.43%
38,477
+30,554
50
$2.49M 0.43%
78,014
+29,586
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