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
$452M
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.99M
3
+$4.79M
4
XTRE icon
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
+$4.08M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.88M

Top Sells

1
+$2.36M
2
+$2M
3
+$1.2M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$806K
5
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$707K

Sector Composition

1 Technology 9.32%
2 Financials 3.46%
3 Communication Services 3.42%
4 Consumer Discretionary 3.36%
5 Consumer Staples 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$733K 0.16%
22,457
+1,836
127
$723K 0.16%
9,133
+453
128
$718K 0.16%
18,764
-2,554
129
$709K 0.16%
+13,538
130
$701K 0.16%
14,129
-1,743
131
$672K 0.15%
28,985
+6,606
132
$671K 0.15%
4,688
+1,003
133
$664K 0.15%
+50,926
134
$650K 0.14%
15,067
+844
135
$644K 0.14%
4,732
+1,185
136
$640K 0.14%
2,036
+1,073
137
$639K 0.14%
3,077
+301
138
$634K 0.14%
9,988
+6,623
139
$633K 0.14%
6,637
+5,534
140
$632K 0.14%
4,633
+2,641
141
$631K 0.14%
8,970
-512
142
$630K 0.14%
2,657
-320
143
$629K 0.14%
+21,503
144
$626K 0.14%
17,065
-5
145
$619K 0.14%
3,388
+1,705
146
$615K 0.14%
4,659
+1,779
147
$615K 0.14%
+1,448
148
$605K 0.13%
+5,475
149
$602K 0.13%
8,672
-20
150
$598K 0.13%
6,054
+3,051
4 5
6
7 8