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
$283M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$2.56M
3
+$2.17M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2M
5
BUXX icon
Strive Enhanced Income Short Maturity ETF
BUXX
+$1.51M

Top Sells

1
+$3.22M
2
+$2.61M
3
+$1.88M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$737K

Sector Composition

1 Technology 7.18%
2 Financials 3.72%
3 Consumer Discretionary 3.24%
4 Healthcare 3.21%
5 Communication Services 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$447K 0.16%
+1,929
127
$447K 0.16%
1,000
+47
128
$432K 0.15%
2,880
+1,009
129
$430K 0.15%
3,688
-510
130
$429K 0.15%
3,275
+120
131
$426K 0.15%
3,922
+250
132
$426K 0.15%
6,989
-1,115
133
$424K 0.15%
13,096
-79
134
$415K 0.15%
9,055
-5,991
135
$406K 0.14%
4,513
+16
136
$404K 0.14%
3,117
+52
137
$404K 0.14%
21,442
-3,976
138
$401K 0.14%
1,476
+393
139
$397K 0.14%
12,906
+1,827
140
$388K 0.14%
7,033
+957
141
$380K 0.13%
+5,738
142
$372K 0.13%
9,426
+1,876
143
$364K 0.13%
1,190
+378
144
$357K 0.13%
7,001
+1,849
145
$354K 0.13%
1,424
-69
146
$353K 0.12%
13,941
-831
147
$352K 0.12%
2,929
+340
148
$350K 0.12%
27,319
+501
149
$348K 0.12%
4,412
-2,474
150
$346K 0.12%
+1,590
4 5
6
7 8