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
$259M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$13.4M
3
+$11.9M
4
STXV icon
Strive 1000 Value ETF
STXV
+$11.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.29%
2 Financials 3.39%
3 Communication Services 2.69%
4 Consumer Discretionary 2.45%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$392K 0.15%
+3,672
127
$392K 0.15%
+14,772
128
$392K 0.15%
+2,629
129
$391K 0.15%
+7,624
130
$386K 0.15%
+11,790
131
$381K 0.15%
+2,211
132
$370K 0.14%
+1,527
133
$368K 0.14%
+17,197
134
$367K 0.14%
+5,994
135
$363K 0.14%
+3,196
136
$363K 0.14%
+15,414
137
$361K 0.14%
+3,004
138
$359K 0.14%
+1,083
139
$359K 0.14%
+4,497
140
$356K 0.14%
+3,541
141
$348K 0.13%
+11,079
142
$344K 0.13%
+3,765
143
$341K 0.13%
+20,633
144
$341K 0.13%
+26,818
145
$335K 0.13%
+3,065
146
$335K 0.13%
+2,963
147
$332K 0.13%
+3,430
148
$331K 0.13%
+7,718
149
$329K 0.13%
+1,330
150
$328K 0.13%
+1,493
4 5
6
7 8