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
$452M
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.99M
3
+$4.79M
4
XTRE icon
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
+$4.08M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.88M

Top Sells

1
+$2.36M
2
+$2M
3
+$1.2M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$806K
5
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$707K

Sector Composition

1 Technology 9.32%
2 Financials 3.46%
3 Communication Services 3.42%
4 Consumer Discretionary 3.36%
5 Consumer Staples 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.41%
5,157
+1,862
52
$1.77M 0.39%
22,865
+15,090
53
$1.76M 0.39%
13,088
+1,170
54
$1.75M 0.39%
+13,019
55
$1.73M 0.38%
21,399
+2,530
56
$1.73M 0.38%
8,877
+293
57
$1.68M 0.37%
22,701
+10,014
58
$1.66M 0.37%
20,563
+6,776
59
$1.64M 0.36%
12,940
+1,818
60
$1.61M 0.36%
32,096
-2,641
61
$1.61M 0.36%
53,012
+3,621
62
$1.6M 0.35%
2,050
+835
63
$1.6M 0.35%
12,941
+11,011
64
$1.59M 0.35%
5,015
-514
65
$1.55M 0.34%
9,723
+3,041
66
$1.54M 0.34%
+37,194
67
$1.54M 0.34%
37,780
+26,436
68
$1.5M 0.33%
6,871
+1,559
69
$1.46M 0.32%
+45,872
70
$1.45M 0.32%
36,126
-3,144
71
$1.44M 0.32%
13,204
+13,167
72
$1.41M 0.31%
48,428
+40,495
73
$1.37M 0.3%
26,847
+19,846
74
$1.28M 0.28%
+6,087
75
$1.26M 0.28%
34,249
+260
1 2
3
4 5