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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$39K 0.01%
475
-717
427
$39K 0.01%
+653
428
$39K 0.01%
875
+86
429
$38K 0.01%
762
430
$38K 0.01%
802
431
$38K 0.01%
565
432
$38K 0.01%
+1,062
433
$38K 0.01%
1,630
434
$37K 0.01%
547
435
$37K 0.01%
1,393
436
$37K 0.01%
2,102
-652
437
$37K 0.01%
1,186
438
$36K 0.01%
1,262
+1,206
439
$36K 0.01%
703
440
$36K 0.01%
353
441
$36K 0.01%
236
442
$36K 0.01%
1,050
443
$36K 0.01%
1,129
+2
444
$36K 0.01%
1,470
-20
445
$36K 0.01%
1,846
+92
446
$35K 0.01%
213
447
$35K 0.01%
942
448
$35K 0.01%
189
449
$35K 0.01%
323
-97
450
$35K 0.01%
203
16 17
18
19 20