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
251
$98K 0.04%
2,270
-2,045
252
$98K 0.04%
2,470
+448
253
$98K 0.04%
1,509
+565
254
$97K 0.04%
+830
255
$97K 0.04%
4,106
+530
256
$97K 0.04%
2,424
-692
257
$96K 0.04%
5,416
+99
258
$96K 0.04%
2,136
+175
259
$96K 0.04%
4,710
260
$96K 0.04%
423
-22
261
$96K 0.04%
861
+286
262
$95K 0.04%
+579
263
$95K 0.04%
3,153
+312
264
$95K 0.04%
1,814
+213
265
$95K 0.04%
2,527
-319
266
$95K 0.04%
9,137
-797
267
$95K 0.04%
+5,281
268
$95K 0.04%
+14,100
269
$94K 0.04%
+965
270
$94K 0.04%
1,873
-60
271
$94K 0.04%
1,804
+148
272
$94K 0.04%
+6,666
273
$93K 0.04%
4,884
-202
274
$93K 0.04%
7,803
+987
275
$92K 0.04%
+6,965
9 10
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