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
$154M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.01M
3
+$1.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.04M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$760K

Top Sells

1
+$783K
2
+$699K
3
+$676K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$590K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K

Sector Composition

1 Technology 5.67%
2 Healthcare 5.63%
3 Financials 5.46%
4 Industrials 4.55%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$116K 0.08%
1,150
-7,760
252
$116K 0.08%
+1,176
253
$116K 0.08%
572
-43
254
$115K 0.07%
1,850
+9
255
$115K 0.07%
2,079
+225
256
$114K 0.07%
1,058
-511
257
$113K 0.07%
2,600
-77
258
$111K 0.07%
1,873
259
$111K 0.07%
1,800
260
$111K 0.07%
5,183
+5,162
261
$109K 0.07%
396
+81
262
$108K 0.07%
1,168
-505
263
$108K 0.07%
946
+346
264
$107K 0.07%
1,214
+458
265
$106K 0.07%
1,581
-27
266
$106K 0.07%
975
267
$106K 0.07%
652
+45
268
$104K 0.07%
950
-1,884
269
$103K 0.07%
623
-5
270
$103K 0.07%
1,281
+317
271
$102K 0.07%
2,376
+300
272
$102K 0.07%
1,396
-26
273
$101K 0.07%
628
-20
274
$100K 0.07%
3,894
+3,194
275
$100K 0.07%
5,377
-14
9 10
11
12 13