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
351
$45K 0.02%
1,816
352
$45K 0.02%
982
353
$44K 0.02%
1,546
354
$44K 0.02%
1,175
+50
355
$44K 0.02%
749
-47
356
$43K 0.02%
552
357
$43K 0.02%
919
+742
358
$42K 0.02%
500
359
$42K 0.02%
473
-19
360
$42K 0.02%
1,584
361
$41K 0.02%
6,570
-1,815
362
$41K 0.02%
3,250
363
$41K 0.02%
46
-88
364
$40K 0.02%
632
-52
365
$40K 0.02%
1,077
-94
366
$40K 0.02%
505
+305
367
$40K 0.02%
1,977
-1,083
368
$39K 0.02%
1,066
369
$39K 0.02%
450
370
$39K 0.02%
424
371
$39K 0.02%
1,206
372
$38K 0.02%
1,316
-4,250
373
$38K 0.02%
7,023
+3
374
$37K 0.02%
700
375
$37K 0.02%
250
13 14
15
16 17