AIM
Advyzon Investment Management Portfolio holdings
AUM
$862M
1-Year Est. Return
20.99%
This Fund
S&P 500
1 Year Est. Return
+20.99%
AUM
$862M
AUM Growth
+$279M
(+48%)
Holding
609
Top Buys
| 1 | +$13.1M | |
| 2 | +$8.51M | |
| 3 | +$8.32M | |
| 4 |
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
|
+$8.17M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$7.38M |
Top Sells
| 1 | +$6.78M | |
| 2 | +$6.35M | |
| 3 | +$4.69M | |
| 4 |
Invesco Aerospace & Defense ETF
PPA
|
+$4.69M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
601
Raymond James Financial
RJF
$30.5B
| – | – |
-1,176
|
|
||
602
ResMed
RMD
$32.2B
| – | – |
-815
|
|
||
603
SEI Investments
SEIC
$10.1B
| – | – |
-5,396
|
|
||
604
First Trust Cloud Computing ETF
SKYY
$2.54B
| – | – |
-1,511
|
|
||
605
Snowflake
SNOW
$52.1B
| – | – |
-1,795
|
|
||
606
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.95B
| – | – |
-12,551
|
|
||
607
Vanguard Real Estate ETF
VNQ
$36.7B
| – | – |
-2,405
|
|
||
|
SECR
608
IQ MacKay Securitized Income ETF
SECR
$162M
| – | – |
-13,966
|
|
||
|
ETHA
609
iShares Ethereum Trust ETF
ETHA
$7.66B
| – | – |
-48,596
|
|