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AIM

Advyzon Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 22.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.44M
3
+$4.38M
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$4.34M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.84M

Top Sells

1
+$3.96M
2
+$2.29M
3
+$1.86M
4
LRCX icon
Lam Research
LRCX
+$1.76M
5
SO icon
Southern Company
SO
+$1.61M

Sector Composition

1 Technology 10.44%
2 Financials 3.82%
3 Communication Services 3.56%
4 Consumer Discretionary 3.52%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.41M 0.41%
9,913
+3,261
52
$2.38M 0.41%
19,890
-1,410
53
$2.31M 0.4%
8,216
+1,345
54
$2.28M 0.39%
5,136
+121
55
$2.24M 0.39%
18,528
-2,963
56
$2.2M 0.38%
26,610
+3,745
57
$2.17M 0.37%
23,241
+313
58
$2.14M 0.37%
32,795
+20,150
59
$2.11M 0.36%
35,165
-1,039
60
$2.09M 0.36%
62,210
+16,338
61
$2.03M 0.35%
14,605
+1,517
62
$2.03M 0.35%
10,938
+3,430
63
$2.03M 0.35%
24,972
+4,409
64
$2M 0.34%
5,847
+690
65
$1.98M 0.34%
38,761
+11,914
66
$1.96M 0.34%
9,368
+491
67
$1.8M 0.31%
54,281
+1,269
68
$1.77M 0.3%
16,430
+4,742
69
$1.75M 0.3%
21,703
+7,343
70
$1.74M 0.3%
22,156
+757
71
$1.73M 0.3%
40,235
-35,420
72
$1.73M 0.3%
7,370
+1,283
73
$1.73M 0.3%
4,273
+1,328
74
$1.73M 0.3%
31,259
+17,721
75
$1.7M 0.29%
11,042
+1,319
1 2
3
4 5