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
$862M
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.51M
3
+$8.32M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$8.17M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.38M

Top Sells

1
+$6.78M
2
+$6.35M
3
+$4.69M
4
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$4.69M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.31M

Sector Composition

1 Technology 10.04%
2 Financials 4.63%
3 Healthcare 3.59%
4 Communication Services 3.48%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
176
Qualcomm
QCOM
$146B
$1.11M 0.13%
6,477
+2,508
NSC icon
177
Norfolk Southern
NSC
$68.3B
$1.1M 0.13%
3,827
+2,436
XLY icon
178
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.1B
$1.09M 0.13%
9,143
+1,411
XLU icon
179
State Street Utilities Select Sector SPDR ETF
XLU
$24.4B
$1.09M 0.13%
25,565
+3,623
WBIL icon
180
WBI BullBear Quality 3000 ETF
WBIL
$28.9M
$1.08M 0.13%
31,092
-5,274
AMGN icon
181
Amgen
AMGN
$187B
$1.08M 0.13%
3,303
+2,097
THIR
182
THOR Index Rotation ETF
THIR
$198M
$1.04M 0.12%
+32,305
KO icon
183
Coca-Cola
KO
$324B
$1.04M 0.12%
14,810
+6,758
VGSH icon
184
Vanguard Short-Term Treasury ETF
VGSH
$29B
$1M 0.12%
17,093
+5,508
BINC icon
185
BlackRock Flexible Income ETF
BINC
$16.9B
$998K 0.12%
18,910
+3,657
ACN icon
186
Accenture
ACN
$118B
$982K 0.11%
3,659
+1,166
WBIG icon
187
WBI BullBear Yield 3000 ETF
WBIG
$28.3M
$962K 0.11%
41,023
-3,938
GILD icon
188
Gilead Sciences
GILD
$166B
$955K 0.11%
7,784
+4,890
VWO icon
189
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$945K 0.11%
17,573
+10,561
XLI icon
190
State Street Industrial Select Sector SPDR ETF
XLI
$30.3B
$939K 0.11%
6,053
+1,832
IWB icon
191
iShares Russell 1000 ETF
IWB
$46.5B
$938K 0.11%
2,512
+1,701
VUG icon
192
Vanguard Growth ETF
VUG
$35.1B
$938K 0.11%
1,922
+824
RCL icon
193
Royal Caribbean
RCL
$72.1B
$918K 0.11%
3,292
+2,360
STXK icon
194
EA Series Trust Strive Small-Cap ETF
STXK
$79.1M
$912K 0.11%
27,413
-26,868
MO icon
195
Altria Group
MO
$108B
$906K 0.11%
15,706
+4,811
MDT icon
196
Medtronic
MDT
$107B
$902K 0.1%
9,389
+3,524
C icon
197
Citigroup
C
$223B
$899K 0.1%
7,701
+3,302
SCHR icon
198
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.8B
$894K 0.1%
35,629
+1,678
FTSM icon
199
First Trust Enhanced Short Maturity ETF
FTSM
$6.52B
$888K 0.1%
14,812
-12,819
AMLP icon
200
Alerian MLP ETF
AMLP
$12B
$882K 0.1%
18,764
+2,887
6 7
8
9 10