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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$55K 0.04%
971
+92
327
$55K 0.04%
3,497
-1,486
328
$55K 0.04%
1,678
+75
329
$54K 0.04%
1,345
+11
330
$54K 0.04%
969
-115
331
$54K 0.04%
511
-804
332
$54K 0.04%
1,676
+253
333
$53K 0.04%
300
334
$53K 0.04%
916
335
$53K 0.04%
982
+63
336
$53K 0.04%
18,500
+1,000
337
$52K 0.04%
4,100
338
$52K 0.04%
914
339
$52K 0.04%
1,132
+4
340
$52K 0.04%
3,668
-250
341
$52K 0.04%
295
-166
342
$52K 0.04%
475
343
$52K 0.04%
281
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344
$51K 0.04%
650
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345
$51K 0.04%
2,000
346
$50K 0.04%
777
-9
347
$50K 0.04%
1,498
+1,297
348
$50K 0.04%
1,384
-971
349
$49K 0.04%
1,019
+86
350
$49K 0.04%
845
+505
12 13
14
15 16