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
151
$590K 0.13%
3,170
+53
152
$589K 0.13%
27,334
-7,864
153
$577K 0.13%
1,063
-71
154
$577K 0.13%
9,211
+5,555
155
$566K 0.13%
27,041
+3,194
156
$561K 0.12%
1,877
+247
157
$552K 0.12%
6,023
+831
158
$549K 0.12%
+16,201
159
$548K 0.12%
+22,244
160
$544K 0.12%
2,490
+106
161
$543K 0.12%
+4,025
162
$543K 0.12%
3,826
+525
163
$540K 0.12%
1,511
+35
164
$537K 0.12%
3,640
+365
165
$535K 0.12%
3,797
+109
166
$533K 0.12%
6,699
+2,287
167
$527K 0.12%
14,731
-15,236
168
$527K 0.12%
17,299
-17,879
169
$527K 0.12%
5,604
-5,795
170
$527K 0.12%
2,289
+314
171
$525K 0.12%
5,892
+154
172
$523K 0.12%
2,506
+440
173
$522K 0.12%
9,581
+4,053
174
$521K 0.12%
+16,246
175
$519K 0.11%
+6,685
5 6
7
8 9