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
351
$62K 0.04%
700
352
$62K 0.04%
1,072
353
$62K 0.04%
1,536
+1,186
354
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355
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-201
356
$61K 0.04%
1,490
357
$61K 0.04%
5,000
358
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1,104
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359
$59K 0.04%
1,300
360
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+675
361
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785
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362
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1,111
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363
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937
-1,460
364
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365
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366
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367
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368
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369
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372
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372
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2,332
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373
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1,379
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374
$55K 0.04%
914
375
$55K 0.04%
541
+521
13 14
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