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
$307M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.79M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.34M

Top Sells

1
+$11M
2
+$8.52M
3
+$4.14M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.96M

Sector Composition

1 Financials 7.41%
2 Technology 4.46%
3 Communication Services 3.37%
4 Healthcare 3.28%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$54K 0.02%
1,121
+340
377
$54K 0.02%
1,175
+558
378
$54K 0.02%
849
-142
379
$54K 0.02%
1,122
+12
380
$53K 0.02%
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381
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1,318
+1,052
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$53K 0.02%
921
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384
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1,685
-145
385
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391
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386
$51K 0.02%
269
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387
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760
388
$51K 0.02%
1,044
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389
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1,000
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390
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395
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2,000
396
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1,120
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397
$48K 0.02%
2,510
398
$47K 0.02%
665
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399
$47K 0.02%
2,501
+2,416
400
$47K 0.02%
437
+122
14 15
16
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