AIM
Advyzon Investment Management Portfolio holdings
AUM $283M
AUM
$283M
AUM Growth
+$23.7M (+9%)
Cap. Flow
+$36.3M
Cap. Flow % of AUM
12.83%
Top 10 Holdings %Top 10 Hldgs %
39.08%
Holding
311
New
80
Increased
115
Reduced
87
Closed
27
Top Buys
| 1 | $5.12M | |
| 2 | $2.56M | |
| 3 | $2.17M | |
| 4 | $2M | |
| 5 | $1.51M |
Top Sells
| 1 | $3.22M | |
| 2 | $2.61M | |
| 3 | $1.88M | |
| 4 | $1.5M | |
| 5 | $623K |
Sector Composition
| 1 | Technology | 7.35% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $272K | 0.1% | 1,124 | New | +$272K | |||
| $272K | 0.1% | 9,617 -1,120 | -10% | -$31.7K | |||
| $271K | 0.1% | 6,034 | New | +$271K | |||
| $270K | 0.1% | 1,013 | New | +$270K | |||
| $270K | 0.1% | 2,554 +14 | +0.6% | +$1.48K | |||
| $270K | 0.1% | 5,528 -2,096 | -27% | -$102K | |||
| $269K | 0.1% | 4,882 +59 | +1% | +$3.25K | |||
| $268K | 0.09% | 7,724 +1,829 | +31% | +$63.4K | |||
| $266K | 0.09% | 10,539 +1,088 | +12% | +$27.5K | |||
| $263K | 0.09% | 8,475 | New | +$263K | |||
| $260K | 0.09% | 1,501 | New | +$260K | |||
| $260K | 0.09% | 9,515 | New | +$260K | |||
| $259K | 0.09% | 2,812 -98 | -3% | -$9.01K | |||
| $258K | 0.09% | 1,291 | New | +$258K | |||
| $258K | 0.09% | 6,734 +50 | +0.8% | +$1.92K | |||
| $257K | 0.09% | 12,112 | New | +$257K | |||
| $256K | 0.09% | 2,424 | New | +$256K | |||
| $255K | 0.09% | 2,325 +181 | +8% | +$19.8K | |||
| $253K | 0.09% | 963 | New | +$253K | |||
| $250K | 0.09% | 11,864 -5,333 | -31% | -$112K | |||
| $244K | 0.09% | 1,047 -121 | -10% | -$28.2K | |||
| $243K | 0.09% | 2,209 | New | +$243K | |||
| $243K | 0.09% | 3,823 | New | +$243K | |||
| $241K | 0.09% | 255 | New | +$241K | |||
| $238K | 0.08% | 3,626 -326 | -8% | -$21.4K |
