AIM

Advyzon Investment Management Portfolio holdings

AUM $583M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$2.56M
3
+$2.17M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2M
5
BUXX icon
Strive Enhanced Income Short Maturity ETF
BUXX
+$1.51M

Top Sells

1
+$3.22M
2
+$2.61M
3
+$1.88M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$737K

Sector Composition

1 Technology 7.18%
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 Change
in Stake 		Capital Flow
101
$543K 0.19%
7,775
+4,442
102
$538K 0.19%
22,379
+6,965
103
$536K 0.19%
8,692
-574
104
$530K 0.19%
7,404
+3,555
105
$519K 0.18%
3,009
+380
106
$511K 0.18%
10,693
-268
107
$509K 0.18%
1,800
+159
108
$509K 0.18%
5,192
+1,427
109
$509K 0.18%
1,630
+73
110
$499K 0.18%
2,776
+618
111
$494K 0.17%
10,112
+1,678
112
$494K 0.17%
23,847
+3,009
113
$490K 0.17%
2,949
+1,645
114
$477K 0.17%
10,514
-960
115
$477K 0.17%
6,639
-902
116
$477K 0.17%
35,198
+2,051
117
$474K 0.17%
+595
118
$471K 0.17%
5,136
+298
119
$471K 0.17%
3,547
+584
120
$466K 0.16%
1,975
+187
121
$460K 0.16%
13,316
122
$451K 0.16%
9,482
-519
123
$451K 0.16%
7,210
-5,907
124
$448K 0.16%
+2,066
125
$447K 0.16%
+5,672
3 4
5
6 7