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
$154M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.01M
3
+$1.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.04M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$760K

Top Sells

1
+$783K
2
+$699K
3
+$676K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$590K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K

Sector Composition

1 Technology 5.67%
2 Healthcare 5.63%
3 Financials 5.46%
4 Industrials 4.55%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$54K 0.04%
+139
377
$54K 0.04%
3,918
+650
378
$54K 0.04%
+807
379
$53K 0.03%
122
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380
$53K 0.03%
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381
$53K 0.03%
326
382
$53K 0.03%
475
383
$52K 0.03%
3,483
384
$52K 0.03%
798
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385
$51K 0.03%
2,000
386
$50K 0.03%
294
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387
$50K 0.03%
4,500
388
$50K 0.03%
843
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389
$50K 0.03%
1,850
+1,330
390
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1,058
-1,059
391
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746
-1,722
392
$49K 0.03%
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393
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394
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396
$48K 0.03%
300
397
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318
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398
$48K 0.03%
827
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399
$48K 0.03%
386
400
$47K 0.03%
335
14 15
16
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