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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$93K 0.07%
4,782
-1,632
252
$92K 0.07%
1,096
-118
253
$91K 0.07%
1,555
+829
254
$90K 0.07%
+564
255
$89K 0.07%
1,800
256
$88K 0.07%
3,300
-260
257
$87K 0.07%
+2,351
258
$87K 0.07%
6,632
+12
259
$87K 0.07%
+1,010
260
$86K 0.07%
1,448
-133
261
$86K 0.07%
2,085
-385
262
$84K 0.06%
741
-200
263
$84K 0.06%
1,946
+149
264
$84K 0.06%
1,590
265
$83K 0.06%
2,126
-250
266
$83K 0.06%
1,119
-101
267
$81K 0.06%
1,961
-77
268
$80K 0.06%
1,080
+128
269
$80K 0.06%
1,750
270
$80K 0.06%
579
-73
271
$79K 0.06%
587
-2,603
272
$79K 0.06%
9,363
273
$78K 0.06%
382
-12
274
$78K 0.06%
953
+412
275
$78K 0.06%
1,442
9 10
11
12 13