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
326
$73K 0.05%
846
+46
327
$73K 0.05%
750
+4
328
$73K 0.05%
1,000
329
$72K 0.05%
2,490
330
$72K 0.05%
5,200
-5,716
331
$71K 0.05%
2,425
-3,281
332
$70K 0.05%
3,431
+58
333
$70K 0.05%
1,438
334
$69K 0.04%
742
+333
335
$69K 0.04%
1,518
-3,815
336
$69K 0.04%
1,010
+445
337
$69K 0.04%
1,025
338
$68K 0.04%
3,200
-284
339
$68K 0.04%
1,196
-268
340
$67K 0.04%
1,556
-12,117
341
$66K 0.04%
1,230
-5,211
342
$66K 0.04%
1,320
343
$66K 0.04%
5,710
344
$66K 0.04%
750
+550
345
$65K 0.04%
760
346
$65K 0.04%
1,700
347
$65K 0.04%
374
+105
348
$64K 0.04%
452
349
$64K 0.04%
2,657
350
$63K 0.04%
546
+254
12 13
14
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