AIM
Advantage Investment Management Portfolio holdings
AUM
$128M
1-Year Return
0.94%
This Quarter Return
+3.29%
1 Year Return
+0.94%
3 Year Return
+28.58%
5 Year Return
+40.76%
10 Year Return
–
AUM
$131M
AUM Growth
+$3.55M
(+2.8%)
Cap. Flow
+$76.8K
Cap. Flow
% of AUM
0.06%
Top 10 Holdings %
Top 10 Hldgs %
29.07%
Holding
996
New
59
Increased
168
Reduced
225
Closed
54
Top Buys
Top Sells
| 1 |
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
|
+$1.31M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$897K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$777K |
| 4 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
+$657K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$643K |
Sector Composition
| 1 | Financials | 6.6% |
| 2 | Healthcare | 5.74% |
| 3 | Technology | 5.64% |
| 4 | Industrials | 4.4% |
| 5 | Energy | 3.94% |
