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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$31K 0.02%
250
402
$31K 0.02%
455
403
$31K 0.02%
420
404
$31K 0.02%
250
405
$30K 0.02%
704
-88
406
$30K 0.02%
709
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407
$30K 0.02%
620
408
$29K 0.02%
300
409
$29K 0.02%
1,748
410
$29K 0.02%
716
411
$29K 0.02%
320
412
$29K 0.02%
14,073
-21,983
413
$28K 0.01%
500
414
$28K 0.01%
3,180
+1,200
415
$28K 0.01%
1,050
416
$28K 0.01%
555
-1
417
$28K 0.01%
700
418
$28K 0.01%
159
+1
419
$28K 0.01%
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420
$28K 0.01%
1,950
421
$27K 0.01%
85
422
$27K 0.01%
390
423
$27K 0.01%
1,500
424
$27K 0.01%
+676
425
$27K 0.01%
300
15 16
17
18 19