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
1
$27.6M 6.11%
90,724
+1,055
2
$13.7M 3.03%
185,684
+1,843
3
$13.1M 2.9%
323,305
-10,947
4
$12.7M 2.81%
275,739
+14,724
5
$12.7M 2.8%
410,476
+14,041
6
$10.5M 2.33%
+322,782
7
$10.4M 2.29%
36,998
+1,146
8
$9.44M 2.09%
18,971
+6,949
9
$8.01M 1.77%
187,323
+4,730
10
$7.81M 1.73%
49,455
+16,786
11
$7.73M 1.71%
14,018
+12,042
12
$6.84M 1.52%
11,023
-4,104
13
$6.45M 1.43%
317,370
+20,066
14
$6.01M 1.33%
19,709
+15,814
15
$5.59M 1.24%
31,613
-7,129
16
$5.58M 1.23%
91,125
+69,230
17
$5.11M 1.13%
52,250
+34,321
18
$4.94M 1.09%
6,690
+1,374
19
$4.67M 1.03%
21,290
+5,465
20
$4.21M 0.93%
20,523
+6,257
21
$4.15M 0.92%
7,305
+4,919
22
$4.11M 0.91%
+82,572
23
$4.05M 0.9%
14,690
+7,774
24
$3.95M 0.88%
93,244
-863
25
$3.67M 0.81%
125,226
+876
1
2 3 4 5