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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
101
$1.33M 0.23%
33,639
-610
102
$1.32M 0.23%
5,680
+1,547
103
$1.3M 0.22%
25,242
+7,578
104
$1.28M 0.22%
8,397
-4,622
105
$1.27M 0.22%
16,558
-1,964
106
$1.26M 0.22%
10,680
+1,685
107
$1.25M 0.22%
13,214
-17,208
108
$1.25M 0.21%
36,366
-1,275
109
$1.24M 0.21%
12,509
+2,300
110
$1.23M 0.21%
20,793
+11,212
111
$1.22M 0.21%
13,660
+2,233
112
$1.21M 0.21%
23,815
+118
113
$1.2M 0.21%
+1,808
114
$1.2M 0.21%
14,335
+3,729
115
$1.19M 0.2%
1,562
-488
116
$1.19M 0.2%
5,826
+3,817
117
$1.17M 0.2%
7,550
+2,862
118
$1.13M 0.19%
1,990
-140
119
$1.09M 0.19%
20,276
+2,761
120
$1.09M 0.19%
3,615
+1,601
121
$1.08M 0.19%
13,716
+824
122
$1.05M 0.18%
4,092
-570
123
$1.04M 0.18%
44,961
-4,048
124
$1.03M 0.18%
15,193
+5,205
125
$1.02M 0.18%
12,206
+3,073
3 4
5
6 7