AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$4M
3
+$2.16M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.4M

Top Sells

1
+$6.26M
2
+$5.51M
3
+$5.07M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.99M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.93M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$72K 0.03%
378
+38
327
$72K 0.03%
1,121
-1,071
328
$72K 0.03%
+5,198
329
$71K 0.03%
1,750
330
$71K 0.03%
3,820
331
$69K 0.03%
476
+22
332
$69K 0.03%
1,265
-48
333
$69K 0.03%
1,830
-300
334
$69K 0.03%
2,034
+2
335
$69K 0.03%
3,915
+840
336
$68K 0.03%
746
-450
337
$67K 0.03%
1,102
338
$66K 0.03%
1,592
-125
339
$65K 0.02%
1,240
-99
340
$65K 0.02%
17,500
-15,000
341
$64K 0.02%
1,320
342
$64K 0.02%
741
-959
343
$64K 0.02%
1,823
-500
344
$63K 0.02%
6,150
345
$63K 0.02%
1,700
346
$63K 0.02%
1,546
347
$62K 0.02%
468
-54
348
$62K 0.02%
3,360
349
$62K 0.02%
1,060
+135
350
$61K 0.02%
322
+7
12 13
14
15 16