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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$49K 0.04%
1,249
-11,995
352
$48K 0.04%
+389
353
$48K 0.04%
1,700
354
$48K 0.04%
1,839
-54
355
$47K 0.04%
+2,133
356
$47K 0.04%
588
-91
357
$47K 0.04%
335
358
$47K 0.04%
+4,554
359
$47K 0.04%
586
360
$47K 0.04%
627
-121
361
$46K 0.04%
1,344
-21,932
362
$46K 0.04%
1,934
363
$45K 0.04%
2,000
364
$45K 0.04%
750
365
$45K 0.04%
+6,114
366
$45K 0.04%
453
+211
367
$45K 0.04%
3,706
-2,913
368
$44K 0.03%
3,291
369
$44K 0.03%
320
370
$44K 0.03%
3,495
-1,597
371
$44K 0.03%
2,230
-370
372
$44K 0.03%
3,486
373
$43K 0.03%
3,377
374
$43K 0.03%
450
375
$42K 0.03%
1,522
+211
13 14
15
16 17