AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Quarter Est. Return
1 Year Est. Return
+0.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$107K 0.06%
2,465
-246
227
$107K 0.06%
5,499
-180
228
$107K 0.06%
2,204
229
$104K 0.05%
1,727
230
$103K 0.05%
1,511
+461
231
$102K 0.05%
+921
232
$102K 0.05%
2,610
+505
233
$102K 0.05%
2,443
-383
234
$101K 0.05%
1,515
-8,554
235
$100K 0.05%
2,061
-119
236
$99K 0.05%
1,479
-670
237
$98K 0.05%
1,289
-73
238
$96K 0.05%
2,445
+936
239
$95K 0.05%
2,486
+20
240
$95K 0.05%
1,403
-28
241
$95K 0.05%
2,986
242
$94K 0.05%
5,264
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243
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6,227
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244
$93K 0.05%
8,040
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245
$93K 0.05%
1,219
+325
246
$91K 0.05%
754
+26
247
$90K 0.05%
383
+18
248
$90K 0.05%
718
+81
249
$89K 0.05%
640
250
$89K 0.05%
1,151
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10
11 12