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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$112K 0.04%
1,804
+500
227
$112K 0.04%
1,828
+109
228
$112K 0.04%
1,925
229
$112K 0.04%
7,874
230
$111K 0.04%
4,625
+81
231
$111K 0.04%
3,550
232
$110K 0.04%
2,612
-88,472
233
$110K 0.04%
7,302
-589
234
$110K 0.04%
3,146
-449
235
$110K 0.04%
890
-37
236
$106K 0.04%
963
-100
237
$106K 0.04%
789
-36
238
$105K 0.04%
740
-1,063
239
$104K 0.04%
2,119
-299
240
$104K 0.04%
615
241
$102K 0.04%
3,200
242
$102K 0.04%
1,030
243
$102K 0.04%
1,800
244
$102K 0.04%
8,199
+1,679
245
$101K 0.04%
5,454
-1,363
246
$100K 0.04%
3,965
247
$100K 0.04%
+6,573
248
$100K 0.04%
1,327
249
$99K 0.04%
1,179
-93
250
$98K 0.04%
5,576
+592
8 9
10
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