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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.53M
3
+$6.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.17M

Top Sells

1
+$8.64M
2
+$4.21M
3
+$4.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.55M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$49K 0.02%
883
+200
377
$49K 0.02%
1,471
+971
378
$49K 0.02%
1,535
-166
379
$48K 0.02%
4,795
+1,190
380
$48K 0.02%
821
+102
381
$48K 0.02%
764
382
$48K 0.02%
6,561
+2,239
383
$48K 0.02%
+2,278
384
$48K 0.02%
3,470
+811
385
$48K 0.02%
1,065
386
$48K 0.02%
618
-100
387
$47K 0.02%
1,107
+688
388
$47K 0.02%
3,483
+161
389
$47K 0.02%
+604
390
$47K 0.02%
2,904
+658
391
$47K 0.02%
3,042
+2,442
392
$47K 0.02%
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393
$47K 0.02%
837
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394
$46K 0.02%
2,000
395
$46K 0.02%
348
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396
$46K 0.02%
2,000
397
$46K 0.02%
+3,461
398
$46K 0.02%
2,510
399
$45K 0.02%
977
-62,878
400
$45K 0.02%
1,437
+44
14 15
16
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