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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$62K 0.03%
2,065
-18,190
302
$62K 0.03%
+800
303
$61K 0.03%
1,679
+1,599
304
$60K 0.03%
642
-6
305
$60K 0.03%
2,600
-300
306
$60K 0.03%
1,321
-10
307
$59K 0.03%
1,392
+416
308
$58K 0.03%
1,226
+106
309
$58K 0.03%
1,525
310
$58K 0.03%
1,928
+1,250
311
$57K 0.03%
987
+134
312
$57K 0.03%
675
-16,273
313
$56K 0.03%
2,705
+1,377
314
$56K 0.03%
500
-4
315
$56K 0.03%
450
+410
316
$56K 0.03%
578
-4
317
$56K 0.03%
1,274
+188
318
$56K 0.03%
+454
319
$56K 0.03%
829
+660
320
$56K 0.03%
3,773
-5,859
321
$56K 0.03%
5,715
-5,207
322
$55K 0.03%
750
323
$54K 0.03%
7,902
+2
324
$54K 0.03%
2,350
325
$54K 0.03%
1,250
-1,496
11 12
13
14 15