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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.53M
3
+$6.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.17M

Top Sells

1
+$8.64M
2
+$4.21M
3
+$4.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.55M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$45K 0.02%
1,004
+603
402
$45K 0.02%
404
+4
403
$45K 0.02%
555
+3
404
$45K 0.02%
1,341
+35
405
$44K 0.02%
4,742
+1,343
406
$44K 0.02%
462
-18
407
$44K 0.02%
1,514
408
$44K 0.02%
1,468
+161
409
$44K 0.02%
+6,965
410
$44K 0.02%
887
+307
411
$44K 0.02%
7,702
412
$44K 0.02%
2,580
-800
413
$43K 0.02%
1,206
+1,009
414
$43K 0.02%
662
+109
415
$43K 0.02%
397
+232
416
$42K 0.01%
1,511
+506
417
$42K 0.01%
544
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418
$42K 0.01%
474
-47,480
419
$42K 0.01%
502
420
$42K 0.01%
858
+67
421
$42K 0.01%
2,375
-135
422
$42K 0.01%
930
423
$41K 0.01%
328
+47
424
$41K 0.01%
1,510
+390
425
$41K 0.01%
1,712
-278
15 16
17
18 19