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 | |
|---|---|---|---|---|---|---|---|
| $543K | 0.19% | 7,775 +4,442 | +133% | +$310K | |||
| $538K | 0.19% | 22,379 +6,965 | +45% | +$168K | |||
| $536K | 0.19% | 8,692 -574 | -6% | -$35.4K | |||
| $530K | 0.19% | 7,404 +3,555 | +92% | +$255K | |||
| $519K | 0.18% | 3,009 +380 | +14% | +$65.6K | |||
| $511K | 0.18% | 10,693 -268 | -2% | -$12.8K | |||
| $509K | 0.18% | 1,800 +159 | +10% | +$45K | |||
| $509K | 0.18% | 5,192 +1,427 | +38% | +$140K | |||
| $509K | 0.18% | 1,630 +73 | +5% | +$22.8K | |||
| $499K | 0.18% | 2,776 +618 | +29% | +$111K | |||
| $494K | 0.17% | 10,112 +1,678 | +20% | +$81.9K | |||
| $494K | 0.17% | 23,847 +3,009 | +14% | +$62.3K | |||
| $490K | 0.17% | 2,949 +1,645 | +126% | +$273K | |||
| $477K | 0.17% | 10,514 -960 | -8% | -$43.5K | |||
| $477K | 0.17% | 6,639 -902 | -12% | -$64.8K | |||
| $477K | 0.17% | 35,198 +2,051 | +6% | +$27.8K | |||
| $474K | 0.17% | 595 | New | +$474K | |||
| $471K | 0.17% | 5,136 +298 | +6% | +$27.3K | |||
| $471K | 0.17% | 3,547 +584 | +20% | +$77.5K | |||
| $466K | 0.16% | 1,975 +187 | +10% | +$44.2K | |||
| $460K | 0.16% | 13,316 | – | – | |||
| $451K | 0.16% | 9,482 -519 | -5% | -$24.7K | |||
| $451K | 0.16% | 7,210 -5,907 | -45% | -$369K | |||
| $448K | 0.16% | 2,066 | New | +$448K | |||
| $447K | 0.16% | 5,672 | New | +$447K |
