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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$73K 0.04%
3,350
+350
277
$73K 0.04%
1,877
-267
278
$72K 0.04%
1,550
279
$72K 0.04%
925
280
$72K 0.04%
4,870
281
$71K 0.04%
1,182
282
$71K 0.04%
1,400
283
$71K 0.04%
799
-5
284
$71K 0.04%
970
285
$70K 0.04%
+1,160
286
$70K 0.04%
634
-1,322
287
$69K 0.04%
2,018
+4
288
$68K 0.04%
6,757
-700
289
$68K 0.04%
2,124
-840
290
$68K 0.04%
4,003
+181
291
$67K 0.03%
+467
292
$67K 0.03%
926
-45
293
$65K 0.03%
4,234
294
$64K 0.03%
3,750
295
$64K 0.03%
1,750
296
$64K 0.03%
1,066
-159
297
$64K 0.03%
4,166
+1,218
298
$63K 0.03%
1,422
-11,108
299
$62K 0.03%
8,463
300
$62K 0.03%
1,165
10 11
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