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
301
$84K 0.05%
1,220
+107
302
$84K 0.05%
3,527
+466
303
$84K 0.05%
1,590
-43
304
$82K 0.05%
3,572
+25
305
$82K 0.05%
5,724
-334
306
$82K 0.05%
796
307
$82K 0.05%
1,442
-14
308
$82K 0.05%
750
309
$81K 0.05%
378
310
$81K 0.05%
952
+226
311
$81K 0.05%
448
-41
312
$80K 0.05%
1,254
+551
313
$80K 0.05%
1,750
314
$80K 0.05%
2,002
315
$80K 0.05%
+414
316
$79K 0.05%
291
+170
317
$78K 0.05%
4,884
318
$78K 0.05%
642
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319
$78K 0.05%
1,284
-28
320
$78K 0.05%
633
-40
321
$75K 0.05%
658
-315
322
$74K 0.05%
509
+133
323
$74K 0.05%
1,167
+1,011
324
$74K 0.05%
3,907
+12
325
$74K 0.05%
2,290
+467
11 12
13
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