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
$452M
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.99M
3
+$4.79M
4
XTRE icon
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
+$4.08M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.88M

Top Sells

1
+$2.36M
2
+$2M
3
+$1.2M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$806K
5
KIE icon
State Street 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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$518K 0.11%
2,014
+723
177
$517K 0.11%
10,450
+338
178
$517K 0.11%
4,694
+1,750
179
$514K 0.11%
1,884
+687
180
$511K 0.11%
13,632
+4,409
181
$505K 0.11%
2,753
-256
182
$498K 0.11%
+5,199
183
$492K 0.11%
1,062
+62
184
$489K 0.11%
7,210
185
$488K 0.11%
+5,847
186
$488K 0.11%
9,722
-1,321
187
$486K 0.11%
2,198
+608
188
$483K 0.11%
4,408
+486
189
$476K 0.11%
11,000
+486
190
$466K 0.1%
1,748
-52
191
$461K 0.1%
906
+533
192
$460K 0.1%
2,009
+80
193
$455K 0.1%
+12,282
194
$454K 0.1%
18,715
+4,774
195
$450K 0.1%
+6,572
196
$450K 0.1%
1,460
+270
197
$449K 0.1%
2,180
-795
198
$447K 0.1%
25,402
+3,960
199
$446K 0.1%
9,560
-1,133
200
$443K 0.1%
3,869
+85
6 7
8
9 10