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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$85K 0.07%
6,450
252
$84K 0.07%
1,450
-140
253
$82K 0.06%
9,300
254
$82K 0.06%
1,642
-24,313
255
$82K 0.06%
1,923
-38
256
$82K 0.06%
703
257
$82K 0.06%
487
-75
258
$81K 0.06%
1,009
+171
259
$81K 0.06%
878
-75
260
$80K 0.06%
1,699
+913
261
$79K 0.06%
295
-237
262
$79K 0.06%
325
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263
$79K 0.06%
878
-343
264
$79K 0.06%
469
265
$79K 0.06%
4,088
-749
266
$79K 0.06%
1,250
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267
$78K 0.06%
663
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268
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901
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$77K 0.06%
1,388
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270
$76K 0.06%
1,204
-238
271
$76K 0.06%
2,657
-656
272
$75K 0.06%
2,010
+4
273
$75K 0.06%
750
274
$74K 0.06%
3,310
+53
275
$74K 0.06%
1,418
+94
9 10
11
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