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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$92K 0.04%
5,566
-600
277
$92K 0.04%
7,950
+770
278
$92K 0.04%
7,967
+1,675
279
$91K 0.03%
5,172
+2,365
280
$91K 0.03%
910
-732
281
$91K 0.03%
11,177
+324
282
$91K 0.03%
1,200
-6
283
$91K 0.03%
1,521
+85
284
$90K 0.03%
+7,009
285
$90K 0.03%
973
-409
286
$89K 0.03%
6,520
+48
287
$89K 0.03%
1,557
-158
288
$89K 0.03%
930
289
$89K 0.03%
4,508
-5
290
$89K 0.03%
6,387
+27
291
$89K 0.03%
3,549
-103
292
$87K 0.03%
+5,022
293
$87K 0.03%
3,585
-342
294
$86K 0.03%
3,609
295
$86K 0.03%
1,402
296
$85K 0.03%
1,475
+57
297
$85K 0.03%
4,956
+199
298
$84K 0.03%
396
+165
299
$84K 0.03%
2,733
-574
300
$84K 0.03%
532
-123
10 11
12
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