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
$310K0.11%6,153 New
+$310K
$309K0.11%2,014 New
+$309K
$308K0.11%1,556
-513
-25%
-$102K
$305K0.11%15,158
-73
-0.5%
-$1.47K
$303K0.11%834 New
+$303K
$302K0.11%895
+95
+12%
+$32K
$299K0.11%6,238
+2,260
+57%
+$109K
$298K0.11%26,717
+12,165
+84%
+$136K
$298K0.11%4,657
+908
+24%
+$58.2K
$294K0.1%2,221
-542
-20%
-$71.8K
$294K0.1%17,689
+2,910
+20%
+$48.4K
$293K0.1%9,400
-2,390
-20%
-$74.6K
$293K0.1%2,097
-114
-5%
-$15.9K
$290K0.1%2,880 New
+$290K
$288K0.1%3,681 New
+$288K
$288K0.1%4,880
+53
+1%
+$3.13K
$288K0.1%2,853 New
+$288K
$288K0.1%1,683
-543
-24%
-$92.8K
$283K0.1%961
-63
-6%
-$18.6K
$282K0.1%3,011 New
+$282K
$280K0.1%17,212
-3,421
-17%
-$55.6K
$277K0.1%2,634
+24
+0.9%
+$2.52K
$275K0.1%631 New
+$275K
$275K0.1%2,781
+426
+18%
+$42.1K
$273K0.1%2,944
-1,196
-29%
-$111K
1 67891013