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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$38K 0.03%
541
402
$38K 0.03%
880
+116
403
$37K 0.03%
1,800
404
$37K 0.03%
326
405
$37K 0.03%
131
-5
406
$37K 0.03%
1,140
+83
407
$37K 0.03%
1,750
408
$37K 0.03%
1,107
409
$37K 0.03%
580
410
$36K 0.03%
1,192
411
$36K 0.03%
700
412
$36K 0.03%
222
-96
413
$36K 0.03%
887
-125
414
$36K 0.03%
788
-15
415
$35K 0.03%
1,300
416
$35K 0.03%
615
+121
417
$35K 0.03%
2,163
418
$35K 0.03%
269
-20
419
$34K 0.03%
878
420
$34K 0.03%
1,305
-300
421
$34K 0.03%
645
422
$33K 0.03%
204
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423
$33K 0.03%
2,332
-2,552
424
$33K 0.03%
590
425
$33K 0.03%
382
15 16
17
18 19