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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$35K 0.03%
581
+3
402
$35K 0.03%
541
-43
403
$35K 0.03%
700
-146
404
$35K 0.03%
359
405
$35K 0.03%
262
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406
$35K 0.03%
485
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407
$35K 0.03%
402
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408
$35K 0.03%
724
+124
409
$34K 0.03%
1,226
-1,507
410
$34K 0.03%
803
411
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2,163
412
$34K 0.03%
279
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413
$34K 0.03%
786
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414
$33K 0.03%
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415
$33K 0.03%
869
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416
$33K 0.03%
1,625
417
$33K 0.03%
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418
$33K 0.03%
320
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420
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1,206
-2
421
$33K 0.03%
732
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422
$33K 0.03%
1,089
-119
423
$33K 0.03%
730
+114
424
$32K 0.02%
1,750
425
$32K 0.02%
987
-392
15 16
17
18 19