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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$77K 0.06%
1,403
-506
277
$76K 0.06%
1,067
+276
278
$74K 0.06%
469
279
$74K 0.06%
4,983
+2,654
280
$74K 0.06%
461
+19
281
$72K 0.05%
6,619
+2,913
282
$71K 0.05%
9,300
283
$71K 0.05%
2,146
+144
284
$71K 0.05%
428
+14
285
$70K 0.05%
4,884
286
$70K 0.05%
699
-359
287
$70K 0.05%
1,324
+70
288
$69K 0.05%
438
-71
289
$69K 0.05%
1,603
-476
290
$68K 0.05%
3,257
+57
291
$68K 0.05%
2,006
+306
292
$68K 0.05%
5,460
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293
$68K 0.05%
3,313
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294
$67K 0.05%
3,907
295
$67K 0.05%
750
296
$66K 0.05%
2,355
-446
297
$66K 0.05%
703
-93
298
$65K 0.05%
2,088
+1,043
299
$65K 0.05%
561
+143
300
$64K 0.05%
1,043
10 11
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