AIM
Advyzon Investment Management Portfolio holdings
AUM
$452M
This Quarter Return
+10.19%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$452M
AUM Growth
+$169M
(+60%)
Cap. Flow
+$148M
Cap. Flow
% of AUM
32.68%
Top 10 Holdings %
Top 10 Hldgs %
27.86%
Holding
400
New
116
Increased
200
Reduced
64
Closed
18
Top Buys
| 1 |
GraniteShares Gold Shares
BAR
|
$10.5M |
| 2 |
Invesco QQQ Trust
QQQ
|
$6.64M |
| 3 |
SPDR Gold Trust
GLD
|
$4.82M |
| 4 |
iShares Bitcoin Trust
IBIT
|
$4.24M |
| 5 |
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
|
$4.11M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.55M |
| 2 |
Invesco S&P 500 Pure Value ETF
RPV
|
$2M |
| 3 |
Vanguard Value ETF
VTV
|
$1.26M |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$806K |
| 5 |
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% |
