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
101
$1.01M 0.22%
11,427
+4,758
102
$984K 0.22%
+24,921
103
$976K 0.22%
8,995
+1,130
104
$958K 0.21%
10,209
-229
105
$933K 0.21%
+32,417
106
$921K 0.2%
40,075
+2,095
107
$917K 0.2%
17,515
-12,204
108
$889K 0.2%
19,232
+4,307
109
$864K 0.19%
+34,517
110
$850K 0.19%
10,606
+3,967
111
$846K 0.19%
11,952
+4,548
112
$843K 0.19%
8,495
+6,160
113
$836K 0.19%
17,664
+4,531
114
$821K 0.18%
+4,258
115
$806K 0.18%
8,789
+3,653
116
$786K 0.17%
17,603
+3,861
117
$784K 0.17%
+12,645
118
$776K 0.17%
7,142
+634
119
$772K 0.17%
779
+524
120
$769K 0.17%
3,672
+133
121
$768K 0.17%
48,263
+4,648
122
$767K 0.17%
4,133
+925
123
$767K 0.17%
13,668
+392
124
$752K 0.17%
1,134
-94
125
$734K 0.16%
15,031
+1,439
3 4
5
6 7