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
$862M
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.51M
3
+$8.32M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$8.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.38M

Top Sells

1
+$6.78M
2
+$6.35M
3
+$4.69M
4
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$4.69M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.31M

Sector Composition

1 Technology 10.04%
2 Financials 4.63%
3 Healthcare 3.59%
4 Communication Services 3.48%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WCMI
126
First Trust WCM International Equity ETF
WCMI
$1.18B
$1.53M 0.18%
89,671
+40,384
IBM icon
127
IBM
IBM
$240B
$1.52M 0.18%
5,137
+2,215
VZ icon
128
Verizon
VZ
$193B
$1.51M 0.18%
37,172
+14,185
SCHF icon
129
Schwab International Equity ETF
SCHF
$62.1B
$1.5M 0.17%
62,326
+349
USIG icon
130
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17B
$1.46M 0.17%
28,255
+96
GOVT icon
131
iShares US Treasury Bond ETF
GOVT
$40.9B
$1.46M 0.17%
63,205
+4,850
APH icon
132
Amphenol
APH
$187B
$1.44M 0.17%
10,651
+3,003
PGR icon
133
Progressive
PGR
$121B
$1.4M 0.16%
6,143
+3,328
VGT icon
134
Vanguard Information Technology ETF
VGT
$15.2B
$1.4M 0.16%
1,852
-21
DFAC icon
135
Dimensional US Core Equity 2 ETF
DFAC
$43.8B
$1.39M 0.16%
35,215
+12,138
GLDM icon
136
SPDR Gold MiniShares Trust
GLDM
$31B
$1.39M 0.16%
16,277
-281
NFLX icon
137
Netflix
NFLX
$390B
$1.38M 0.16%
14,768
-5,122
SMIZ icon
138
Zacks Small/Mid Cap ETF
SMIZ
$236M
$1.35M 0.16%
36,550
+14,258
SBUX icon
139
Starbucks
SBUX
$111B
$1.35M 0.16%
16,028
+7,318
BA icon
140
Boeing
BA
$172B
$1.35M 0.16%
6,203
+1,583
JPSE icon
141
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$574M
$1.35M 0.16%
+26,878
CGHM
142
Capital Group Municipal High-Income ETF
CGHM
$2.86B
$1.34M 0.16%
52,618
+30,093
ORLY icon
143
O'Reilly Automotive
ORLY
$78.5B
$1.34M 0.16%
14,690
-1,740
BSV icon
144
Vanguard Short-Term Bond ETF
BSV
$44.4B
$1.33M 0.15%
16,919
+3,203
LOW icon
145
Lowe's Companies
LOW
$141B
$1.33M 0.15%
5,529
+2,928
PEP icon
146
PepsiCo
PEP
$212B
$1.33M 0.15%
9,267
+4,079
NTES icon
147
NetEase
NTES
$73.3B
$1.32M 0.15%
9,618
+1,221
FAD icon
148
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$440M
$1.31M 0.15%
8,110
+6,602
ABT icon
149
Abbott
ABT
$161B
$1.29M 0.15%
10,297
+6,334
CGGR icon
150
Capital Group Growth ETF
CGGR
$21.8B
$1.29M 0.15%
28,910
+23,679
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