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
326
$53K 0.03%
2,603
-157
327
$53K 0.03%
800
328
$53K 0.03%
241
-2
329
$52K 0.03%
1,450
-100
330
$52K 0.03%
1,022
331
$52K 0.03%
340
+25
332
$51K 0.03%
729
333
$51K 0.03%
1,300
334
$50K 0.03%
1,590
335
$50K 0.03%
+500
336
$50K 0.03%
1,847
-153
337
$50K 0.03%
+959
338
$49K 0.03%
1,800
339
$49K 0.03%
1,503
+3
340
$49K 0.03%
499
341
$49K 0.03%
834
342
$49K 0.03%
650
343
$49K 0.03%
1,700
+700
344
$48K 0.02%
2,700
345
$47K 0.02%
1,450
346
$47K 0.02%
1,753
347
$47K 0.02%
937
348
$46K 0.02%
200
+100
349
$45K 0.02%
1,444
350
$45K 0.02%
453
-4
12 13
14
15 16