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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$52K 0.02%
2,354
-592
377
$52K 0.02%
1,011
378
$52K 0.02%
819
379
$52K 0.02%
275
380
$50K 0.02%
3,850
381
$50K 0.02%
3,268
-756
382
$50K 0.02%
485
-454
383
$49K 0.02%
287
+14
384
$49K 0.02%
700
+50
385
$48K 0.02%
1,017
-26
386
$48K 0.02%
726
387
$48K 0.02%
764
388
$48K 0.02%
1,115
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389
$48K 0.02%
5,000
390
$47K 0.02%
112
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391
$47K 0.02%
872
392
$47K 0.02%
545
393
$47K 0.02%
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394
$47K 0.02%
746
395
$46K 0.02%
1,000
396
$46K 0.02%
2,000
397
$46K 0.02%
1,514
398
$46K 0.02%
745
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399
$46K 0.02%
+2,602
400
$46K 0.02%
1,438
14 15
16
17 18