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
101
$527K 0.2%
+33,147
102
$511K 0.2%
+12,127
103
$507K 0.2%
+569
104
$488K 0.19%
+11,704
105
$474K 0.18%
+13,974
106
$467K 0.18%
+4,244
107
$467K 0.18%
+13,316
108
$466K 0.18%
+2,069
109
$463K 0.18%
+953
110
$459K 0.18%
+11,474
111
$458K 0.18%
+8,104
112
$458K 0.18%
+25,418
113
$442K 0.17%
+4,838
114
$439K 0.17%
+20,838
115
$430K 0.17%
+13,175
116
$424K 0.16%
+5,933
117
$420K 0.16%
+4,140
118
$418K 0.16%
+4,523
119
$416K 0.16%
+1,036
120
$416K 0.16%
+3,155
121
$414K 0.16%
+8,434
122
$408K 0.16%
+1,788
123
$405K 0.16%
+2,158
124
$396K 0.15%
+2,226
125
$393K 0.15%
+1,641
3 4
5
6 7