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
$259M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$13.4M
3
+$11.9M
4
STXV icon
Strive 1000 Value ETF
STXV
+$11.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.29%
2 Financials 3.39%
3 Communication Services 2.69%
4 Consumer Discretionary 2.45%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$325K 0.13%
+1,176
152
$322K 0.12%
+6,076
153
$320K 0.12%
+2,763
154
$320K 0.12%
+15,500
155
$316K 0.12%
+7,550
156
$315K 0.12%
+941
157
$312K 0.12%
+8,492
158
$307K 0.12%
+11,011
159
$306K 0.12%
+15,231
160
$300K 0.12%
+7,984
161
$297K 0.11%
+1,024
162
$295K 0.11%
+13,796
163
$292K 0.11%
+422
164
$292K 0.11%
+1,130
165
$291K 0.11%
+8,197
166
$289K 0.11%
+5,919
167
$288K 0.11%
+1,168
168
$288K 0.11%
+5,485
169
$287K 0.11%
+2,589
170
$284K 0.11%
+1,871
171
$283K 0.11%
+2,827
172
$283K 0.11%
+2,217
173
$280K 0.11%
+6,924
174
$277K 0.11%
+4,831
175
$274K 0.11%
+4,323
5 6
7
8 9