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
$862M
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.51M
3
+$8.32M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$8.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.38M

Top Sells

1
+$6.78M
2
+$6.35M
3
+$4.69M
4
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$4.69M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.31M

Sector Composition

1 Technology 10.04%
2 Financials 4.63%
3 Healthcare 3.59%
4 Communication Services 3.48%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
151
Intel
INTC
$333B
$1.26M 0.15%
34,216
+13,702
MS icon
152
Morgan Stanley
MS
$299B
$1.26M 0.15%
7,072
+2,477
HYD icon
153
VanEck High Yield Muni ETF
HYD
$4.11B
$1.24M 0.14%
24,207
+392
PFE icon
154
Pfizer
PFE
$155B
$1.24M 0.14%
49,677
+19,917
QUIZ
155
Zacks Quality International ETF
QUIZ
$68.3M
$1.22M 0.14%
+46,124
URI icon
156
United Rentals
URI
$50.7B
$1.22M 0.14%
1,503
+787
BDYN
157
iShares Dynamic Equity Active ETF
BDYN
$2.66B
$1.21M 0.14%
+47,130
TLT icon
158
iShares 20+ Year Treasury Bond ETF
TLT
$42.3B
$1.2M 0.14%
13,784
+124
TCAF icon
159
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$6.75B
$1.19M 0.14%
31,110
+21,881
CGGE
160
Capital Group Global Equity ETF
CGGE
$2.42B
$1.18M 0.14%
+37,454
SPYG icon
161
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$47.6B
$1.17M 0.14%
11,010
+3,866
SO icon
162
Southern Company
SO
$104B
$1.17M 0.14%
13,431
+217
CAT icon
163
Caterpillar
CAT
$372B
$1.16M 0.13%
2,026
+1,573
RSP icon
164
Invesco S&P 500 Equal Weight ETF
RSP
$88.1B
$1.16M 0.13%
+6,041
SDVY icon
165
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.9B
$1.15M 0.13%
30,065
+24,553
IBIT icon
166
iShares Bitcoin Trust
IBIT
$59.9B
$1.15M 0.13%
23,188
-62,779
CMCSA icon
167
Comcast
CMCSA
$105B
$1.15M 0.13%
38,512
+23,278
ISRG icon
168
Intuitive Surgical
ISRG
$160B
$1.15M 0.13%
2,029
+725
NOC icon
169
Northrop Grumman
NOC
$86.8B
$1.14M 0.13%
2,001
+1,204
STXT icon
170
Strive Total Return Bond ETF
STXT
$124M
$1.14M 0.13%
56,568
-17,943
CRWD icon
171
CrowdStrike
CRWD
$114B
$1.13M 0.13%
2,414
+834
PLTR icon
172
Palantir
PLTR
$349B
$1.13M 0.13%
6,356
+1,291
PODD icon
173
Insulet
PODD
$13.3B
$1.13M 0.13%
3,968
+812
COP icon
174
ConocoPhillips
COP
$147B
$1.12M 0.13%
11,976
+7,720
APD icon
175
Air Products & Chemicals
APD
$65.6B
$1.12M 0.13%
4,527
+2,294
5 6
7
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