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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
151
$783K 0.13%
8,650
+4,912
152
$775K 0.13%
1,580
+674
153
$758K 0.13%
29,760
+11,045
154
$758K 0.13%
11,498
+5,363
155
$752K 0.13%
19,296
+532
156
$747K 0.13%
7,144
+507
157
$745K 0.13%
15,877
+846
158
$737K 0.13%
8,710
+2,687
159
$732K 0.13%
1,516
+623
160
$730K 0.13%
4,595
+798
161
$730K 0.13%
14,469
+340
162
$729K 0.13%
5,188
+529
163
$720K 0.12%
10,895
+4,499
164
$707K 0.12%
8,189
-781
165
$707K 0.12%
15,183
-2,420
166
$705K 0.12%
12,400
-1,268
167
$698K 0.12%
29,847
+862
168
$697K 0.12%
7,986
+2,139
169
$695K 0.12%
2,815
+1,067
170
$693K 0.12%
3,358
+1,832
171
$690K 0.12%
4,740
+715
172
$688K 0.12%
20,514
+3,967
173
$684K 0.12%
716
+302
174
$682K 0.12%
11,585
+4,634
175
$682K 0.12%
4,213
+387
5 6
7
8 9