AIM
Advyzon Investment Management Portfolio holdings
AUM $283M
AUM
$283M
AUM Growth
+$23.7M (+9%)
Cap. Flow
+$36.3M
Cap. Flow % of AUM
12.83%
Top 10 Holdings %Top 10 Hldgs %
39.08%
Holding
311
New
80
Increased
115
Reduced
87
Closed
27
Top Buys
| 1 | $5.12M | |
| 2 | $2.56M | |
| 3 | $2.17M | |
| 4 | $2M | |
| 5 | $1.51M |
Top Sells
| 1 | $3.22M | |
| 2 | $2.61M | |
| 3 | $1.88M | |
| 4 | $1.5M | |
| 5 | $623K |
Sector Composition
| 1 | Technology | 7.35% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $743K | 0.26% | 5,312 +1,987 | +60% | +$278K | |||
| $709K | 0.25% | 760 +191 | +34% | +$178K | |||
| $707K | 0.25% | 11,686 | New | +$707K | |||
| $706K | 0.25% | 13,592 -1,988 | -13% | -$103K | |||
| $688K | 0.24% | 14,925 -4,406 | -23% | -$203K | |||
| $675K | 0.24% | 11,441 +6,568 | +135% | +$387K | |||
| $672K | 0.24% | 3,208 -815 | -20% | -$171K | |||
| $666K | 0.24% | 1,228 +24 | +2% | +$13K | |||
| $660K | 0.23% | 2,977 -280 | -9% | -$62.1K | |||
| $642K | 0.23% | 3,254 +142 | +5% | +$28K | |||
| $618K | 0.22% | 1,127 -25 | -2% | -$13.7K | |||
| $617K | 0.22% | 43,615 -1,300 | -3% | -$18.4K | |||
| $616K | 0.22% | 3,685 -62 | -2% | -$10.4K | |||
| $615K | 0.22% | 1,967 | New | +$615K | |||
| $607K | 0.21% | 6,669 +91 | +1% | +$8.28K | |||
| $605K | 0.21% | 14,223 +120 | +0.9% | +$5.1K | |||
| $604K | 0.21% | 3,539 -807 | -19% | -$138K | |||
| $589K | 0.21% | 3,708 +704 | +23% | +$112K | |||
| $587K | 0.21% | 20,621 +13,701 | +198% | +$390K | |||
| $582K | 0.21% | 2,384 +1,256 | +111% | +$307K | |||
| $579K | 0.2% | 13,742 | New | +$579K | |||
| $561K | 0.2% | 1,134 | New | +$561K | |||
| $552K | 0.2% | 11,043 -100 | -0.9% | -$5K | |||
| $548K | 0.19% | 13,133 -817 | -6% | -$34.1K | |||
| $543K | 0.19% | 17,070 +3,096 | +22% | +$98.5K |
