AIM

Advyzon Investment Management Portfolio holdings

AUM $583M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$2.56M
3
+$2.17M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2M
5
BUXX icon
Strive Enhanced Income Short Maturity ETF
BUXX
+$1.51M

Top Sells

1
+$3.22M
2
+$2.61M
3
+$1.88M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$737K

Sector Composition

1 Technology 7.18%
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 Change
in Stake 		Capital Flow
51
$1.09M 0.38%
13,787
+6,661
52
$1.08M 0.38%
4,390
-208
53
$1.04M 0.37%
28,902
+5,147
54
$1.02M 0.36%
21,895
+4,217
55
$1.02M 0.36%
12,992
-830
56
$1.01M 0.36%
14,853
+8,920
57
$1M 0.35%
1,215
+337
58
$980K 0.35%
19,181
-2,687
59
$970K 0.34%
8,159
+234
60
$926K 0.33%
1,976
-3,197
61
$919K 0.32%
10,438
-1,694
62
$914K 0.32%
5,514
+452
63
$906K 0.32%
5,861
+2,274
64
$873K 0.31%
37,980
-1,297
65
$841K 0.3%
12,687
+144
66
$821K 0.29%
29,967
-2,490
67
$820K 0.29%
11,399
-972
68
$820K 0.29%
35,178
-3,002
69
$820K 0.29%
21,318
-331
70
$806K 0.29%
+7,892
71
$794K 0.28%
15,872
-354
72
$783K 0.28%
2,136
+14
73
$779K 0.28%
8,680
+1,248
74
$765K 0.27%
13,276
-117
75
$759K 0.27%
7,865
+1,085
1 2
3
4 5