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AIM

Advyzon Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 22.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.44M
3
+$4.38M
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$4.34M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.84M

Top Sells

1
+$3.96M
2
+$2.29M
3
+$1.86M
4
LRCX icon
Lam Research
LRCX
+$1.76M
5
SO icon
Southern Company
SO
+$1.61M

Sector Composition

1 Technology 10.44%
2 Financials 3.82%
3 Communication Services 3.56%
4 Consumer Discretionary 3.52%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$681K 0.12%
10,110
+899
177
$676K 0.12%
2,659
+2
178
$675K 0.12%
17,407
+342
179
$666K 0.11%
2,704
+198
180
$660K 0.11%
3,969
+1,336
181
$656K 0.11%
5,876
-16
182
$654K 0.11%
2,601
+1,233
183
$651K 0.11%
4,221
+581
184
$644K 0.11%
3,284
+114
185
$633K 0.11%
+11,284
186
$631K 0.11%
12,755
+2,305
187
$622K 0.11%
20,155
-1,348
188
$619K 0.11%
2,621
+332
189
$615K 0.11%
2,493
+616
190
$609K 0.1%
2,233
+1,204
191
$593K 0.1%
+509
192
$590K 0.1%
17,987
+1,741
193
$585K 0.1%
3,936
+1,837
194
$585K 0.1%
27,945
+904
195
$583K 0.1%
5,794
+2,516
196
$583K 0.1%
1,304
+241
197
$581K 0.1%
11,471
+4,334
198
$579K 0.1%
7,250
+551
199
$578K 0.1%
624
-155
200
$577K 0.1%
+5,406
6 7
8
9 10