AIM
Advyzon Investment Management Portfolio holdings
AUM $283M
AUM
$283M
AUM Growth
+$23.7M (+9%)
Cap. Flow
+$36.3M
Cap. Flow % of AUM
12.83%
Top 10 Holdings %Top 10 Hldgs %
39.08%
Holding
311
New
80
Increased
115
Reduced
87
Closed
27
Top Buys
| 1 | $5.12M | |
| 2 | $2.56M | |
| 3 | $2.17M | |
| 4 | $2M | |
| 5 | $1.51M |
Top Sells
| 1 | $3.22M | |
| 2 | $2.61M | |
| 3 | $1.88M | |
| 4 | $1.5M | |
| 5 | $623K |
Sector Composition
| 1 | Technology | 7.35% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.09M | 0.38% | 13,787 +6,661 | +93% | +$525K | |||
| $1.08M | 0.38% | 4,390 -208 | -5% | -$51K | |||
| $1.04M | 0.37% | 28,902 +5,147 | +22% | +$186K | |||
| $1.02M | 0.36% | 21,895 +4,217 | +24% | +$197K | |||
| $1.02M | 0.36% | 12,992 -830 | -6% | -$65K | |||
| $1.01M | 0.36% | 14,853 +8,920 | +150% | +$607K | |||
| $1M | 0.35% | 1,215 +337 | +38% | +$278K | |||
| $980K | 0.35% | 19,181 -2,687 | -12% | -$137K | |||
| $970K | 0.34% | 8,159 +234 | +3% | +$27.8K | |||
| $926K | 0.33% | 1,976 -3,197 | -62% | -$1.5M | |||
| $919K | 0.32% | 10,438 -1,694 | -14% | -$149K | |||
| $914K | 0.32% | 5,514 +452 | +9% | +$75K | |||
| $906K | 0.32% | 5,861 +2,274 | +63% | +$352K | |||
| $873K | 0.31% | 37,980 -1,297 | -3% | -$29.8K | |||
| $841K | 0.3% | 12,687 +144 | +1% | +$9.54K | |||
| $821K | 0.29% | 9,989 -830 | -8% | -$68.2K | |||
| $820K | 0.29% | 11,399 -972 | -8% | -$70K | |||
| $820K | 0.29% | 35,178 +25,633 | +269% | +$598K | |||
| $820K | 0.29% | 21,318 -331 | -2% | -$12.7K | |||
| $806K | 0.28% | 7,892 | New | +$806K | |||
| $794K | 0.28% | 15,872 -354 | -2% | -$17.7K | |||
| $783K | 0.28% | 2,136 +14 | +0.7% | +$5.13K | |||
| $779K | 0.28% | 8,680 +1,248 | +17% | +$112K | |||
| $765K | 0.27% | 13,276 -117 | -0.9% | -$6.74K | |||
| $759K | 0.27% | 7,865 +1,085 | +16% | +$105K |
