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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$40K 0.03%
859
+352
377
$40K 0.03%
3,377
378
$39K 0.03%
335
379
$39K 0.03%
750
-2,158
380
$39K 0.03%
877
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381
$39K 0.03%
1,200
382
$39K 0.03%
1,128
+5
383
$38K 0.03%
+1,772
384
$38K 0.03%
1,012
-551
385
$38K 0.03%
1,045
-11,890
386
$38K 0.03%
239
387
$38K 0.03%
586
388
$38K 0.03%
450
389
$37K 0.03%
1,377
-159
390
$37K 0.03%
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391
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276
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392
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393
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395
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835
396
$35K 0.03%
572
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397
$35K 0.03%
700
398
$35K 0.03%
1,393
399
$35K 0.03%
817
400
$35K 0.03%
1,800
14 15
16
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