AIM

Advyzon Investment Management Portfolio holdings

AUM $283M
AUM
$283M
AUM Growth
+$23.7M
Cap. Flow
+$36.3M
Cap. Flow %
12.83%
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

1Technology7.35%
2Financials3.72%
3Consumer Discretionary3.24%
4Healthcare3.21%
5Communication Services2.96%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$447K0.16%1,929 New
+$447K
$447K0.16%1,000
+47
+5%
+$21K
$432K0.15%2,880
+1,009
+54%
+$151K
$430K0.15%3,688
-510
-12%
-$59.5K
$429K0.15%3,275
+120
+4%
+$15.7K
$426K0.15%3,922
+250
+7%
+$27.2K
$426K0.15%6,989
-1,115
-14%
-$68K
$424K0.15%13,096
-79
-0.6%
-$2.56K
$415K0.15%9,055
-5,991
-40%
-$275K
$406K0.14%4,513
+16
+0.4%
+$1.44K
$404K0.14%3,117
+52
+2%
+$6.75K
$404K0.14%21,442
-3,976
-16%
-$74.9K
$401K0.14%1,476
+393
+36%
+$107K
$397K0.14%12,906
+1,827
+16%
+$56.1K
$388K0.14%7,033
+957
+16%
+$52.7K
$380K0.13%5,738 New
+$380K
$372K0.13%9,426
+1,876
+25%
+$74.1K
$364K0.13%1,190
+378
+47%
+$116K
$357K0.13%7,001
+1,849
+36%
+$94.4K
$354K0.13%1,424
-69
-5%
-$17.2K
$353K0.12%13,941
-831
-6%
-$21.1K
$352K0.12%2,929
+340
+13%
+$40.9K
$350K0.12%27,319
+501
+2%
+$6.43K
$348K0.12%4,412
-2,474
-36%
-$195K
$346K0.12%1,590 New
+$346K
1 4567813