We are live on ! Find out more
AIM

Advyzon Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 22.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.44M
3
+$4.38M
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$4.34M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.84M

Top Sells

1
+$3.96M
2
+$2.29M
3
+$1.86M
4
LRCX icon
Lam Research
LRCX
+$1.76M
5
SO icon
Southern Company
SO
+$1.61M

Sector Composition

1 Technology 10.44%
2 Financials 3.82%
3 Communication Services 3.56%
4 Consumer Discretionary 3.52%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.01M 0.17%
22,987
+11,987
127
$1M 0.17%
3,016
+2,320
128
$999K 0.17%
5,138
+1,750
129
$997K 0.17%
4,620
+948
130
$993K 0.17%
28,018
+5,561
131
$984K 0.17%
5,883
+3,181
132
$983K 0.17%
2,847
-829
133
$975K 0.17%
+3,564
134
$974K 0.17%
3,156
+1,120
135
$958K 0.16%
30,816
-1,601
136
$957K 0.16%
21,942
-15,838
137
$946K 0.16%
7,648
+1,594
138
$927K 0.16%
7,732
+590
139
$924K 0.16%
5,065
+432
140
$893K 0.15%
4,267
+9
141
$890K 0.15%
23,077
+14,255
142
$853K 0.15%
33,951
-566
143
$838K 0.14%
8,781
+5,150
144
$833K 0.14%
22,292
+6,091
145
$831K 0.14%
49,287
+1,024
146
$826K 0.14%
4,498
+1,421
147
$825K 0.14%
2,922
+1,450
148
$812K 0.14%
+15,253
149
$809K 0.14%
18,728
-7,354
150
$805K 0.14%
25,447
+13,435
4 5
6
7 8