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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$106K 0.08%
2,013
-84
227
$106K 0.08%
856
-198
228
$105K 0.08%
1,430
-40
229
$105K 0.08%
304
-58
230
$104K 0.08%
1,800
231
$104K 0.08%
2,159
-465
232
$102K 0.08%
533
-31
233
$102K 0.08%
1,094
-478
234
$101K 0.08%
1,318
+251
235
$101K 0.08%
1,950
-176
236
$100K 0.08%
1,046
-159
237
$100K 0.08%
3,965
-1,990
238
$100K 0.08%
652
+65
239
$99K 0.08%
625
-422
240
$99K 0.08%
1,108
-42
241
$97K 0.08%
2,000
242
$97K 0.08%
9,363
243
$96K 0.08%
3,849
-2,019
244
$95K 0.07%
1,319
-236
245
$93K 0.07%
2,188
-541
246
$92K 0.07%
978
-500
247
$91K 0.07%
1,750
248
$88K 0.07%
1,478
-1,540
249
$87K 0.07%
1,036
-44
250
$85K 0.07%
3,500
8 9
10
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