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
76
$1.26M 0.28%
62,512
+2,867
77
$1.23M 0.27%
19,709
+8,268
78
$1.22M 0.27%
+37,641
79
$1.21M 0.27%
18,522
-2,196
80
$1.2M 0.26%
2,130
+1,003
81
$1.19M 0.26%
23,697
-2,682
82
$1.18M 0.26%
52,428
+1,219
83
$1.17M 0.26%
6,652
+791
84
$1.16M 0.26%
10,750
+2,591
85
$1.15M 0.25%
3,676
+1,450
86
$1.15M 0.25%
7,508
+1,994
87
$1.12M 0.25%
4,662
+4,296
88
$1.11M 0.25%
+50,201
89
$1.1M 0.24%
+20,873
90
$1.09M 0.24%
+12,864
91
$1.08M 0.24%
2,945
+809
92
$1.08M 0.24%
5,919
+2,211
93
$1.08M 0.24%
14,360
-493
94
$1.07M 0.24%
+49,009
95
$1.05M 0.23%
+11,688
96
$1.04M 0.23%
26,082
-2,820
97
$1.03M 0.23%
4,532
+1,583
98
$1.03M 0.23%
19,949
+768
99
$1.02M 0.23%
+57,884
100
$1.01M 0.22%
12,892
-100
2 3
4
5 6