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
201
$439K 0.1%
7,923
-1,132
202
$439K 0.1%
+1,003
203
$434K 0.1%
1,472
+48
204
$427K 0.09%
+582
205
$423K 0.09%
12,172
-924
206
$419K 0.09%
2,633
+619
207
$419K 0.09%
4,805
+292
208
$419K 0.09%
+3,020
209
$419K 0.09%
10,755
+1,329
210
$411K 0.09%
2,009
+905
211
$410K 0.09%
+8,291
212
$409K 0.09%
6,951
+6,943
213
$408K 0.09%
+12,513
214
$394K 0.09%
2,702
+481
215
$393K 0.09%
+4,374
216
$388K 0.09%
3,129
+348
217
$381K 0.08%
+13,581
218
$381K 0.08%
+2,198
219
$376K 0.08%
3,502
+649
220
$375K 0.08%
6,396
+1,077
221
$373K 0.08%
7,068
+35
222
$372K 0.08%
10,148
-3,168
223
$371K 0.08%
16,547
+1,899
224
$371K 0.08%
5,166
+269
225
$369K 0.08%
12,012
-894
7 8
9
10 11