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%
1,393
402
$35K 0.03%
817
403
$35K 0.03%
1,800
404
$35K 0.03%
581
+3
405
$35K 0.03%
541
-43
406
$35K 0.03%
700
-146
407
$35K 0.03%
359
408
$35K 0.03%
262
-366
409
$34K 0.03%
1,226
-1,507
410
$34K 0.03%
803
411
$34K 0.03%
2,163
412
$34K 0.03%
279
+90
413
$34K 0.03%
786
+41
414
$33K 0.03%
1,206
-2
415
$33K 0.03%
732
-9,480
416
$33K 0.03%
1,089
-119
417
$33K 0.03%
1,625
418
$33K 0.03%
1,107
419
$33K 0.03%
320
-380
420
$33K 0.03%
1,282
+58
421
$33K 0.03%
730
+114
422
$33K 0.03%
869
-242
423
$33K 0.03%
326
424
$32K 0.02%
1,750
425
$32K 0.02%
415
+104
15 16
17
18 19