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
$283M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$2.56M
3
+$2.17M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2M
5
BUXX icon
Strive Enhanced Income Short Maturity ETF
BUXX
+$1.51M

Top Sells

1
+$3.22M
2
+$2.61M
3
+$1.88M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$737K

Sector Composition

1 Technology 7.18%
2 Financials 3.72%
3 Consumer Discretionary 3.24%
4 Healthcare 3.21%
5 Communication Services 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$310K 0.11%
+6,153
177
$309K 0.11%
+2,014
178
$308K 0.11%
1,556
-513
179
$305K 0.11%
15,158
-73
180
$303K 0.11%
+834
181
$302K 0.11%
895
+95
182
$299K 0.11%
6,238
+2,260
183
$298K 0.11%
26,717
+12,165
184
$298K 0.11%
4,657
+908
185
$294K 0.1%
2,221
-542
186
$294K 0.1%
17,689
+2,910
187
$293K 0.1%
9,400
-2,390
188
$293K 0.1%
2,097
-114
189
$290K 0.1%
+2,880
190
$288K 0.1%
+3,681
191
$288K 0.1%
4,880
+53
192
$288K 0.1%
+2,853
193
$288K 0.1%
1,683
-543
194
$283K 0.1%
961
-63
195
$282K 0.1%
+3,011
196
$280K 0.1%
17,212
-3,421
197
$277K 0.1%
2,634
+24
198
$275K 0.1%
+631
199
$275K 0.1%
2,781
+426
200
$273K 0.1%
2,944
-1,196
6 7
8
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