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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$37K 0.02%
+399
377
$37K 0.02%
713
+71
378
$37K 0.02%
1,597
+1,222
379
$36K 0.02%
2,754
-16,078
380
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+1,060
381
$36K 0.02%
2,280
382
$35K 0.02%
361
+140
383
$35K 0.02%
884
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384
$35K 0.02%
700
385
$35K 0.02%
1,450
386
$34K 0.02%
1,278
+30
387
$34K 0.02%
500
388
$34K 0.02%
1,800
389
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1,300
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390
$34K 0.02%
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391
$34K 0.02%
+800
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522
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393
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396
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270
397
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398
$32K 0.02%
+841
399
$31K 0.02%
1,052
+300
400
$31K 0.02%
618
14 15
16
17 18