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
251
$89K 0.05%
1,017
-8
252
$88K 0.05%
780
-60
253
$87K 0.05%
1,225
254
$87K 0.05%
1,561
-58
255
$87K 0.05%
6,486
-2,225
256
$86K 0.04%
750
257
$86K 0.04%
5,153
258
$85K 0.04%
+525
259
$84K 0.04%
247
260
$83K 0.04%
1,560
+106
261
$80K 0.04%
770
+159
262
$80K 0.04%
2,201
+1,078
263
$79K 0.04%
1,481
+955
264
$78K 0.04%
3,380
265
$77K 0.04%
583
-325
266
$77K 0.04%
2,556
267
$75K 0.04%
981
268
$74K 0.04%
6,042
269
$74K 0.04%
1,086
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270
$73K 0.04%
1,770
-16
271
$73K 0.04%
572
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272
$73K 0.04%
8,160
273
$73K 0.04%
1,027
274
$73K 0.04%
524
-312
275
$73K 0.04%
1,388
-72
9 10
11
12 13