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
301
$64K 0.05%
378
302
$64K 0.05%
856
+198
303
$63K 0.05%
1,000
304
$63K 0.05%
1,320
305
$63K 0.05%
2,282
-143
306
$62K 0.05%
642
307
$61K 0.05%
563
+256
308
$61K 0.05%
5,092
+1,609
309
$61K 0.05%
793
+303
310
$60K 0.05%
1,300
311
$60K 0.05%
744
+44
312
$59K 0.04%
1,633
-521
313
$59K 0.04%
1,084
-20
314
$59K 0.04%
168
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315
$59K 0.04%
785
316
$59K 0.04%
1,809
317
$58K 0.04%
838
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318
$58K 0.04%
1,279
-1,160
319
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1,300
-34,439
320
$57K 0.04%
1,458
-98
321
$57K 0.04%
1,510
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322
$57K 0.04%
563
-1,458
323
$57K 0.04%
3,918
324
$57K 0.04%
3,310
-217
325
$55K 0.04%
1,144
-23
11 12
13
14 15