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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$42K 0.03%
588
-1,285
377
$42K 0.03%
834
+3
378
$42K 0.03%
239
379
$42K 0.03%
+445
380
$42K 0.03%
+679
381
$41K 0.03%
432
+113
382
$41K 0.03%
893
383
$41K 0.03%
487
384
$41K 0.03%
9,160
-22,720
385
$41K 0.03%
1,200
386
$41K 0.03%
262
387
$41K 0.03%
835
388
$40K 0.03%
476
-1,901
389
$40K 0.03%
529
-256
390
$40K 0.03%
1,003
+16
391
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402
392
$39K 0.03%
1,264
-6,270
393
$39K 0.03%
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4,595
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396
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700
397
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693
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398
$39K 0.03%
359
399
$39K 0.03%
771
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400
$38K 0.03%
1,600
-25
14 15
16
17 18