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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
76
$1.69M 0.29%
22,439
+15,867
77
$1.66M 0.28%
5,459
-1,192
78
$1.66M 0.28%
27,631
-6,957
79
$1.66M 0.28%
10,204
+4,285
80
$1.62M 0.28%
17,652
+8,863
81
$1.62M 0.28%
69,888
+17,460
82
$1.56M 0.27%
13,860
+3,110
83
$1.56M 0.27%
10,785
-2,156
84
$1.56M 0.27%
20,648
+16,986
85
$1.55M 0.27%
11,605
-16,634
86
$1.55M 0.27%
38,086
+1,960
87
$1.53M 0.26%
+48,596
88
$1.53M 0.26%
22,378
+13,706
89
$1.52M 0.26%
112,865
+61,939
90
$1.51M 0.26%
74,511
+11,999
91
$1.5M 0.26%
29,881
-2,215
92
$1.48M 0.25%
5,281
+749
93
$1.47M 0.25%
28,159
+8,210
94
$1.44M 0.25%
61,977
+11,776
95
$1.42M 0.24%
30,379
+11,147
96
$1.4M 0.24%
14,984
+5,912
97
$1.39M 0.24%
11,523
+6,829
98
$1.38M 0.24%
13,759
+5,264
99
$1.35M 0.23%
58,355
+18,280
100
$1.33M 0.23%
31,760
+6,839
2 3
4
5 6