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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.53M
3
+$6.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.17M

Top Sells

1
+$8.64M
2
+$4.21M
3
+$4.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.55M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$53K 0.02%
1,110
+13
352
$53K 0.02%
684
+402
353
$53K 0.02%
1,650
354
$53K 0.02%
+6,284
355
$53K 0.02%
1,200
+575
356
$52K 0.02%
600
357
$52K 0.02%
314
+77
358
$52K 0.02%
2,246
+595
359
$52K 0.02%
1,596
+214
360
$51K 0.02%
+3,847
361
$51K 0.02%
1,057
362
$51K 0.02%
+2,745
363
$51K 0.02%
+2,395
364
$51K 0.02%
760
365
$51K 0.02%
1,450
366
$51K 0.02%
6,504
+1,944
367
$50K 0.02%
2,675
+675
368
$50K 0.02%
259
+42
369
$50K 0.02%
1,162
+111
370
$50K 0.02%
1,488
+335
371
$50K 0.02%
3,510
+971
372
$50K 0.02%
6,150
+2,226
373
$50K 0.02%
632
+137
374
$49K 0.02%
877
-98
375
$49K 0.02%
191
+32
13 14
15
16 17