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
201
$238K 0.09%
+4,823
202
$238K 0.09%
+812
203
$232K 0.09%
+666
204
$232K 0.09%
+889
205
$230K 0.09%
+1,890
206
$227K 0.09%
+4,206
207
$226K 0.09%
+2,714
208
$225K 0.09%
+931
209
$221K 0.09%
+6,920
210
$220K 0.09%
+3,333
211
$220K 0.08%
+958
212
$219K 0.08%
+742
213
$219K 0.08%
+8,212
214
$218K 0.08%
+3,653
215
$218K 0.08%
+1,143
216
$215K 0.08%
+5,531
217
$214K 0.08%
+946
218
$213K 0.08%
+454
219
$212K 0.08%
+904
220
$211K 0.08%
+5,015
221
$209K 0.08%
+746
222
$209K 0.08%
+8,374
223
$203K 0.08%
+479
224
$203K 0.08%
+5,895
225
$202K 0.08%
+5,100