AIM

Advyzon Investment Management Portfolio holdings

AUM $583M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$13.4M
3
+$11.9M
4
STXV icon
Strive 1000 Value ETF
STXV
+$11.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.29%
2 Financials 3.39%
3 Communication Services 2.69%
4 Consumer Discretionary 2.45%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$274K 0.11%
+4,827
177
$272K 0.11%
+3,952
178
$272K 0.1%
+800
179
$269K 0.1%
+14,779
180
$269K 0.1%
+2,053
181
$268K 0.1%
+2,540
182
$266K 0.1%
+2,144
183
$263K 0.1%
+6,684
184
$262K 0.1%
+2,355
185
$262K 0.1%
+5,152
186
$261K 0.1%
+3,703
187
$259K 0.1%
+2,610
188
$258K 0.1%
+1,304
189
$257K 0.1%
+604
190
$254K 0.1%
+13,403
191
$250K 0.1%
+3,749
192
$248K 0.1%
+6,690
193
$247K 0.1%
+9,451
194
$245K 0.09%
+1,153
195
$244K 0.09%
+10,737
196
$242K 0.09%
+1,253
197
$241K 0.09%
+4,873
198
$240K 0.09%
+3,849
199
$240K 0.09%
+1,128
200
$240K 0.09%
+2,910
6 7
8
9 10