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
$307M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.79M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.34M

Top Sells

1
+$11M
2
+$8.52M
3
+$4.14M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.96M

Sector Composition

1 Financials 7.41%
2 Technology 4.46%
3 Communication Services 3.37%
4 Healthcare 3.28%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$100K 0.03%
7,874
+4,900
252
$99K 0.03%
2,053
+475
253
$99K 0.03%
941
-48
254
$99K 0.03%
694
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255
$99K 0.03%
624
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256
$97K 0.03%
6,683
+2,255
257
$97K 0.03%
1,872
+1,014
258
$96K 0.03%
1,237
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259
$95K 0.03%
1,736
-8
260
$95K 0.03%
563
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261
$94K 0.03%
2,242
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262
$94K 0.03%
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-60
263
$94K 0.03%
4,173
+1,501
264
$93K 0.03%
1,135
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265
$93K 0.03%
4,000
+1,326
266
$92K 0.03%
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268
$92K 0.03%
5,522
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269
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270
$92K 0.03%
8,322
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271
$91K 0.03%
1,710
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272
$91K 0.03%
+1,889
273
$91K 0.03%
2,732
+1,282
274
$91K 0.03%
1,624
+586
275
$90K 0.03%
+5,086
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