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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$45K 0.02%
962
-93
402
$44K 0.02%
1,950
+256
403
$44K 0.02%
900
404
$44K 0.02%
366
+31
405
$44K 0.02%
600
406
$44K 0.02%
1,250
+250
407
$43K 0.02%
430
408
$43K 0.02%
979
409
$43K 0.02%
2,163
410
$43K 0.02%
1,700
411
$43K 0.02%
755
412
$43K 0.02%
3,706
413
$43K 0.02%
+207
414
$43K 0.02%
300
415
$42K 0.02%
309
-26
416
$42K 0.02%
1,662
-83
417
$42K 0.02%
239
418
$41K 0.02%
473
-9
419
$41K 0.02%
161
-230
420
$41K 0.02%
462
421
$41K 0.02%
5,810
422
$41K 0.02%
1,208
+1,031
423
$40K 0.02%
1,000
-100
424
$40K 0.02%
386
425
$39K 0.01%
1,750
15 16
17
18 19