AIM

Advyzon Investment Management Portfolio holdings

AUM $283M
AUM
$283M
AUM Growth
+$23.7M
Cap. Flow
+$36.3M
Cap. Flow %
12.83%
Top 10 Hldgs %
39.08%
Holding
311
New
80
Increased
115
Reduced
87
Closed
27

Top Buys

1
$5.12M
2
$2.56M
3
$2.17M
4
$2M
5
$1.51M

Top Sells

1
$3.22M
2
$2.61M
3
$1.88M
4
$1.5M
5
$623K

Sector Composition

1Technology7.35%
2Financials3.72%
3Consumer Discretionary3.24%
4Healthcare3.21%
5Communication Services2.96%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$341K0.12%3,297
-244
-7%
-$25.2K
$339K0.12%9,223
+731
+9%
+$26.9K
$339K0.12%3,301 New
+$339K
$338K0.12%1,487
+157
+12%
+$35.7K
$338K0.12%342 New
+$338K
$336K0.12%7,806
-4,321
-36%
-$186K
$335K0.12%15,983
+483
+3%
+$10.1K
$333K0.12%3,784 New
+$333K
$333K0.12%14,648 New
+$333K
$332K0.12%8,442
+245
+3%
+$9.64K
$331K0.12%4,897
-1,097
-18%
-$74.3K
$330K0.12%5,168
+337
+7%
+$21.5K
$328K0.12%7,828
+110
+1%
+$4.61K
$325K0.11%1,586
+628
+66%
+$129K
$323K0.11%14,390
+594
+4%
+$13.3K
$323K0.11%2,269
+216
+11%
+$30.7K
$322K0.11%1,597
+444
+39%
+$89.5K
$321K0.11%1,197
+256
+27%
+$68.7K
$319K0.11%5,319 New
+$319K
$319K0.11%7,762
-3,942
-34%
-$162K
$318K0.11%2,018 New
+$318K
$314K0.11%1,515
+262
+21%
+$54.3K
$313K0.11%1,035
-141
-12%
-$42.6K
$311K0.11%6,321
+402
+7%
+$19.8K
$310K0.11%8,408
+424
+5%
+$15.6K
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