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
$154M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.01M
3
+$1.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.04M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$760K

Top Sells

1
+$783K
2
+$699K
3
+$676K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$590K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K

Sector Composition

1 Technology 5.67%
2 Healthcare 5.63%
3 Financials 5.46%
4 Industrials 4.55%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$99K 0.06%
2,716
-67
277
$98K 0.06%
1,220
+32
278
$97K 0.06%
562
+12
279
$96K 0.06%
3,500
-109
280
$96K 0.06%
6,620
+48
281
$96K 0.06%
469
-211
282
$95K 0.06%
2,038
+342
283
$95K 0.06%
6,450
+1,500
284
$95K 0.06%
442
285
$95K 0.06%
2,000
-28
286
$93K 0.06%
394
+179
287
$93K 0.06%
2,082
+660
288
$92K 0.06%
1,810
+25
289
$89K 0.06%
700
-6
290
$89K 0.06%
1,113
+363
291
$89K 0.06%
2,333
-37
292
$88K 0.06%
2,733
293
$88K 0.06%
1,522
+1,362
294
$87K 0.06%
1,373
-29
295
$87K 0.06%
+2,375
296
$87K 0.06%
1,797
+660
297
$86K 0.06%
9,300
-3,599
298
$85K 0.06%
798
+31
299
$84K 0.05%
1,092
+163
300
$84K 0.05%
1,912
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