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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$47K 0.04%
+300
352
$47K 0.04%
916
-457
353
$47K 0.04%
475
354
$46K 0.03%
1,021
-37
355
$46K 0.03%
919
+164
356
$46K 0.03%
609
+200
357
$46K 0.03%
17,500
358
$45K 0.03%
914
359
$45K 0.03%
1,912
360
$45K 0.03%
1,700
361
$45K 0.03%
262
+141
362
$44K 0.03%
743
+109
363
$44K 0.03%
2,000
-3,000
364
$44K 0.03%
879
+36
365
$43K 0.03%
1,490
366
$42K 0.03%
786
+44
367
$42K 0.03%
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368
$42K 0.03%
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369
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4,300
-700
370
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+1,892
371
$41K 0.03%
1,893
-397
372
$41K 0.03%
3,486
373
$41K 0.03%
3,291
374
$40K 0.03%
2,303
-8
375
$40K 0.03%
487
+348
13 14
15
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