AIM

Advyzon Investment Management Portfolio holdings

AUM $452M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$13.4M
3
+$11.9M
4
STXV icon
Strive 1000 Value ETF
STXV
+$11.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.29%
2 Financials 3.39%
3 Communication Services 2.69%
4 Consumer Discretionary 2.45%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$698K 0.27%
+3,112
77
$688K 0.27%
+25,186
78
$679K 0.26%
+3,587
79
$678K 0.26%
+878
80
$656K 0.25%
+6,780
81
$640K 0.25%
+8,464
82
$613K 0.24%
+13,950
83
$606K 0.23%
+1,152
84
$601K 0.23%
+14,103
85
$591K 0.23%
+44,915
86
$574K 0.22%
+6,578
87
$568K 0.22%
+10,001
88
$564K 0.22%
+3,484
89
$561K 0.22%
+1,367
90
$560K 0.22%
+7,126
91
$555K 0.21%
+11,143
92
$554K 0.21%
+3,325
93
$549K 0.21%
+9,266
94
$548K 0.21%
+1,557
95
$543K 0.21%
+3,747
96
$537K 0.21%
+6,886
97
$530K 0.2%
+7,541
98
$529K 0.2%
+10,961
99
$529K 0.2%
+20,487
100
$528K 0.2%
+4,198
2 3
4
5 6