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
$862M
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.51M
3
+$8.32M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$8.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.38M

Top Sells

1
+$6.78M
2
+$6.35M
3
+$4.69M
4
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$4.69M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.31M

Sector Composition

1 Technology 10.04%
2 Financials 4.63%
3 Healthcare 3.59%
4 Communication Services 3.48%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSX icon
476
CSX Corp
CSX
$82.5B
$267K 0.03%
+7,370
WSC icon
477
WillScot Mobile Mini Holdings
WSC
$4.69B
$264K 0.03%
+14,009
SGOV icon
478
iShares 0-3 Month Treasury Bond ETF
SGOV
$86.6B
$263K 0.03%
2,621
-3,173
SSO icon
479
ProShares Ultra S&P500
SSO
$8.02B
$262K 0.03%
4,526
-6,758
ATMU icon
480
Atmus Filtration Technologies
ATMU
$4.42B
$260K 0.03%
5,017
+495
VONV icon
481
Vanguard Russell 1000 Value ETF
VONV
$19.1B
$260K 0.03%
2,816
+539
AVXC icon
482
Avantis Emerging Markets ex-China Equity ETF
AVXC
$358M
$258K 0.03%
4,047
IGSB icon
483
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22B
$258K 0.03%
4,871
+497
HII icon
484
Huntington Ingalls Industries
HII
$13.2B
$257K 0.03%
756
-6
SNA icon
485
Snap-on
SNA
$19B
$256K 0.03%
+744
CRD.A icon
486
Crawford & Co Class A
CRD.A
$488M
$255K 0.03%
+22,642
RACE icon
487
Ferrari
RACE
$58.7B
$254K 0.03%
686
+180
WRB icon
488
W.R. Berkley
WRB
$24.4B
$253K 0.03%
3,606
+868
HAS icon
489
Hasbro
HAS
$13.3B
$251K 0.03%
3,057
+364
ATAT icon
490
Atour Lifestyle Holdings
ATAT
$5.04B
$250K 0.03%
6,350
+607
CHD icon
491
Church & Dwight Co
CHD
$22.5B
$250K 0.03%
2,982
+183
NI icon
492
NiSource
NI
$22.6B
$249K 0.03%
5,969
+879
DOCT
493
FT Vest US Equity Deep Buffer ETF October
DOCT
$384M
$249K 0.03%
5,624
-269
DFCF icon
494
Dimensional Core Fixed Income ETF
DFCF
$10.2B
$248K 0.03%
5,831
+642
MINO icon
495
PIMCO Municipal Income Opportunities Active ETF
MINO
$627M
$245K 0.03%
+5,401
FITB
496
Fifth Third Bancorp
FITB
$42.8B
$244K 0.03%
+5,217
ITW icon
497
Illinois Tool Works
ITW
$72B
$243K 0.03%
988
+21
IDXX icon
498
Idexx Laboratories
IDXX
$41.7B
$243K 0.03%
359
-11
DFGX icon
499
Dimensional International Core Fixed Income ETF
DFGX
$1.54B
$243K 0.03%
4,614
+545
DFGP icon
500
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.46B
$243K 0.03%
+4,489
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