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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$73K 0.06%
1,912
277
$73K 0.06%
845
-274
278
$72K 0.06%
642
279
$70K 0.06%
288
-94
280
$70K 0.06%
1,691
+181
281
$70K 0.06%
643
+104
282
$69K 0.05%
5,575
-3,940
283
$69K 0.05%
1,320
284
$69K 0.05%
1,788
-358
285
$69K 0.05%
1,483
-463
286
$68K 0.05%
386
+11
287
$68K 0.05%
5,460
288
$67K 0.05%
1,300
289
$67K 0.05%
700
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290
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822
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291
$67K 0.05%
340
-38
292
$67K 0.05%
1,000
293
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294
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944
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295
$63K 0.05%
1,458
296
$63K 0.05%
1,017
-127
297
$63K 0.05%
416
+48
298
$62K 0.05%
2,140
299
$62K 0.05%
2,203
+921
300
$62K 0.05%
2,810
-500
10 11
12
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