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
$583M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.88M
3
+$4.69M
4
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$4.69M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$4.23M

Top Sells

1
+$4.15M
2
+$2.29M
3
+$2.23M
4
GLD icon
SPDR Gold Trust
GLD
+$2.07M
5
SO icon
Southern Company
SO
+$1.63M

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
AVEM icon
76
Avantis Emerging Markets Equity ETF
AVEM
$15.1B
$1.69M 0.29%
22,439
+15,867
MCD icon
77
McDonald's
MCD
$216B
$1.66M 0.28%
5,459
-1,192
FTSM icon
78
First Trust Enhanced Short Maturity ETF
FTSM
$6.25B
$1.66M 0.28%
27,631
-6,957
PM icon
79
Philip Morris
PM
$243B
$1.66M 0.28%
10,204
+4,285
BIL icon
80
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.6B
$1.62M 0.28%
17,652
+8,863
SPLB icon
81
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.07B
$1.62M 0.28%
69,888
+17,460
XOM icon
82
Exxon Mobil
XOM
$492B
$1.56M 0.27%
13,860
+3,110
TJX icon
83
TJX Companies
TJX
$168B
$1.56M 0.27%
10,785
-2,156
NEE icon
84
NextEra Energy
NEE
$176B
$1.56M 0.27%
20,648
+16,986
LRCX icon
85
Lam Research
LRCX
$194B
$1.55M 0.27%
11,605
-16,634
TOTL icon
86
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.01B
$1.55M 0.27%
38,086
+1,960
ETHA
87
iShares Ethereum Trust ETF
ETHA
$1.59B
$1.53M 0.26%
+48,596
CSCO icon
88
Cisco
CSCO
$300B
$1.53M 0.26%
22,378
+13,706
PDBC icon
89
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.6B
$1.52M 0.26%
112,865
+61,939
STXT icon
90
Strive Total Return Bond ETF
STXT
$123M
$1.51M 0.26%
74,511
+11,999
USFR icon
91
WisdomTree Floating Rate Treasury Fund
USFR
$16.7B
$1.5M 0.26%
29,881
-2,215
TSM icon
92
TSMC
TSM
$1.49T
$1.48M 0.25%
5,281
+749
USIG icon
93
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.4B
$1.47M 0.25%
28,159
+8,210
SCHF icon
94
Schwab International Equity ETF
SCHF
$53.2B
$1.44M 0.25%
61,977
+11,776
IUSB icon
95
iShares Core Universal USD Bond ETF
IUSB
$33.7B
$1.42M 0.24%
30,379
+11,147
VGT icon
96
Vanguard Information Technology ETF
VGT
$113B
$1.4M 0.24%
1,873
+739
IVW icon
97
iShares S&P 500 Growth ETF
IVW
$66.4B
$1.39M 0.24%
11,523
+6,829
AGG icon
98
iShares Core US Aggregate Bond ETF
AGG
$134B
$1.38M 0.24%
13,759
+5,264
GOVT icon
99
iShares US Treasury Bond ETF
GOVT
$33.3B
$1.35M 0.23%
58,355
+18,280
CGDV icon
100
Capital Group Dividend Value ETF
CGDV
$25.3B
$1.33M 0.23%
31,760
+6,839
2 3
4
5 6