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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.53M
3
+$6.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.17M

Top Sells

1
+$8.64M
2
+$4.21M
3
+$4.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.55M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$79K 0.03%
1,973
+1,353
277
$79K 0.03%
878
+6
278
$79K 0.03%
700
-1,559
279
$79K 0.03%
8,092
-8,272
280
$78K 0.03%
352
+50
281
$78K 0.03%
6,480
282
$78K 0.03%
1,493
-345
283
$78K 0.03%
514
+21
284
$77K 0.03%
2,022
285
$77K 0.03%
1,687
+165
286
$75K 0.03%
1,866
+143
287
$73K 0.03%
6,650
-11
288
$73K 0.03%
824
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289
$73K 0.03%
932
+54
290
$72K 0.03%
544
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291
$71K 0.02%
165
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$70K 0.02%
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293
$70K 0.02%
3,307
294
$70K 0.02%
575
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295
$69K 0.02%
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-1,812
296
$69K 0.02%
287
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297
$68K 0.02%
2,200
+308
298
$68K 0.02%
1,943
+185
299
$68K 0.02%
405
+23
300
$67K 0.02%
827
-9,581
10 11
12
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