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
$154M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.01M
3
+$1.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.04M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$760K

Top Sells

1
+$783K
2
+$699K
3
+$676K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$590K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K

Sector Composition

1 Technology 5.67%
2 Healthcare 5.63%
3 Financials 5.46%
4 Industrials 4.55%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$47K 0.03%
1,074
-1,536
402
$47K 0.03%
275
403
$46K 0.03%
2,329
+660
404
$46K 0.03%
755
405
$45K 0.03%
+2,171
406
$45K 0.03%
700
407
$45K 0.03%
1,202
+500
408
$45K 0.03%
418
+101
409
$45K 0.03%
1,123
+4
410
$45K 0.03%
1,000
411
$45K 0.03%
3,706
412
$44K 0.03%
+1,116
413
$43K 0.03%
2,163
414
$43K 0.03%
1,208
+83
415
$43K 0.03%
+1,350
416
$43K 0.03%
1,700
417
$43K 0.03%
586
+151
418
$43K 0.03%
204
-3
419
$42K 0.03%
2,311
+172
420
$42K 0.03%
1,750
421
$42K 0.03%
239
422
$42K 0.03%
584
-4,905
423
$42K 0.03%
3,486
424
$41K 0.03%
979
425
$41K 0.03%
600
15 16
17
18 19