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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$27K 0.01%
1,380
427
$27K 0.01%
125
428
$27K 0.01%
313
+1
429
$26K 0.01%
416
430
$26K 0.01%
382
431
$26K 0.01%
666
432
$26K 0.01%
3,712
+3,601
433
$26K 0.01%
+569
434
$25K 0.01%
734
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435
$25K 0.01%
80
436
$25K 0.01%
375
437
$24K 0.01%
2,312
+12
438
$24K 0.01%
1,334
+834
439
$24K 0.01%
2,496
440
$24K 0.01%
+504
441
$24K 0.01%
453
-17
442
$23K 0.01%
224
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443
$23K 0.01%
400
444
$23K 0.01%
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445
$22K 0.01%
327
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446
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400
447
$22K 0.01%
1,375
448
$22K 0.01%
418
+3
449
$22K 0.01%
486
450
$22K 0.01%
327
16 17
18
19 20