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
$307M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.79M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.34M

Top Sells

1
+$11M
2
+$8.52M
3
+$4.14M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.96M

Sector Composition

1 Financials 7.41%
2 Technology 4.46%
3 Communication Services 3.37%
4 Healthcare 3.28%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$83K 0.03%
11,006
+4,445
302
$83K 0.03%
+7,178
303
$82K 0.03%
+3,317
304
$81K 0.03%
+1,084
305
$81K 0.03%
4,474
+1,729
306
$81K 0.03%
765
+18
307
$81K 0.03%
575
308
$80K 0.03%
941
-30
309
$80K 0.03%
2,022
310
$80K 0.03%
1,750
311
$80K 0.03%
707
+7
312
$79K 0.03%
1,341
+65
313
$79K 0.03%
3,480
+30
314
$77K 0.03%
617
-258
315
$77K 0.03%
1,428
316
$77K 0.03%
+5,214
317
$75K 0.02%
2,162
-38
318
$75K 0.02%
6,080
-400
319
$74K 0.02%
165
320
$73K 0.02%
1,102
-100
321
$72K 0.02%
544
322
$72K 0.02%
2,913
+482
323
$72K 0.02%
1,742
-124
324
$72K 0.02%
413
-404
325
$72K 0.02%
2,152
+946
11 12
13
14 15