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
$259M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$13.7M
3
+$12.5M
4
STXV icon
Strive 1000 Value ETF
STXV
+$12.2M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$11.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.29%
2 Financials 3.39%
3 Communication Services 2.69%
4 Consumer Discretionary 2.45%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$938K 0.36%
+17,678
52
$903K 0.35%
+39,277
53
$898K 0.35%
+23,755
54
$892K 0.34%
+13,117
55
$874K 0.34%
+19,331
56
$852K 0.33%
+7,925
57
$837K 0.32%
+21,649
58
$825K 0.32%
+2,122
59
$819K 0.32%
+41,367
60
$819K 0.32%
+15,046
61
$814K 0.31%
+16,226
62
$795K 0.31%
+1,968
63
$787K 0.3%
+2,490
64
$783K 0.3%
+3,257
65
$770K 0.3%
+3,322
66
$770K 0.3%
+12,543
67
$769K 0.3%
+4,346
68
$750K 0.29%
+15,580
69
$749K 0.29%
+1,204
70
$741K 0.29%
+13,393
71
$739K 0.29%
+7,432
72
$737K 0.28%
+1,258
73
$732K 0.28%
+5,062
74
$721K 0.28%
+9,255
75
$715K 0.28%
+4,023
1 2
3
4 5