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
201
$272K 0.1%
+1,124
202
$272K 0.1%
9,617
-1,120
203
$271K 0.1%
+6,034
204
$270K 0.1%
+1,013
205
$270K 0.1%
2,554
+14
206
$270K 0.1%
5,528
-2,096
207
$269K 0.1%
4,882
+59
208
$268K 0.09%
7,724
+1,829
209
$266K 0.09%
10,539
+1,088
210
$263K 0.09%
+8,475
211
$260K 0.09%
+1,501
212
$260K 0.09%
+9,515
213
$259K 0.09%
2,812
-98
214
$258K 0.09%
+1,291
215
$258K 0.09%
6,734
+50
216
$257K 0.09%
+12,112
217
$256K 0.09%
+2,424
218
$255K 0.09%
2,325
+181
219
$253K 0.09%
+963
220
$250K 0.09%
11,864
-5,333
221
$244K 0.09%
1,047
-121
222
$243K 0.09%
+2,209
223
$243K 0.09%
+3,823
224
$241K 0.09%
+255
225
$238K 0.08%
3,626
-326
7 8
9
10 11