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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

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
351
$61K 0.02%
452
352
$61K 0.02%
2,303
353
$60K 0.02%
771
+44
354
$60K 0.02%
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-254
355
$60K 0.02%
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-300
356
$60K 0.02%
3,061
-151
357
$59K 0.02%
945
+318
358
$58K 0.02%
841
-446
359
$58K 0.02%
1,150
360
$58K 0.02%
763
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361
$57K 0.02%
260
362
$57K 0.02%
1,142
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363
$56K 0.02%
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364
$56K 0.02%
326
365
$55K 0.02%
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-138
366
$54K 0.02%
1,300
367
$54K 0.02%
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368
$54K 0.02%
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371
$54K 0.02%
538
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$53K 0.02%
760
373
$53K 0.02%
3,483
374
$53K 0.02%
387
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375
$52K 0.02%
800
-105
13 14
15
16 17