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
$307M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.79M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.34M

Top Sells

1
+$11M
2
+$8.52M
3
+$4.14M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.96M

Sector Composition

1 Financials 7.41%
2 Technology 4.46%
3 Communication Services 3.37%
4 Healthcare 3.28%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$90K 0.03%
+1,599
277
$89K 0.03%
801
278
$89K 0.03%
2,607
+1,136
279
$88K 0.03%
+2,045
280
$88K 0.03%
+1,598
281
$88K 0.03%
4,380
+1,476
282
$87K 0.03%
4,710
283
$87K 0.03%
5,913
+2,452
284
$86K 0.03%
4,821
+1,917
285
$85K 0.03%
3,879
+1,484
286
$85K 0.03%
12,413
+5,448
287
$85K 0.03%
11,404
+6,662
288
$84K 0.03%
2,065
+903
289
$84K 0.03%
6,401
+2,891
290
$84K 0.03%
12,572
+6,422
291
$84K 0.03%
6,185
+2,715
292
$84K 0.03%
6,262
+2,415
293
$84K 0.03%
+3,809
294
$83K 0.03%
1,456
+579
295
$83K 0.03%
878
296
$83K 0.03%
+6,044
297
$83K 0.03%
4,603
+1,928
298
$83K 0.03%
1,438
+555
299
$83K 0.03%
+5,849
300
$83K 0.03%
4,799
+4,721
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