AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Fund
S&P 500
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
+$6.34M
2
+$4M
3
+$2.16M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.4M

Top Sells

1
+$6.26M
2
+$5.51M
3
+$5.07M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.99M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.93M

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%
1,750
427
$39K 0.01%
475
-717
428
$39K 0.01%
875
+86
429
$38K 0.01%
802
430
$38K 0.01%
565
431
$38K 0.01%
+1,062
432
$38K 0.01%
1,630
433
$38K 0.01%
762
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%
236
439
$36K 0.01%
1,050
440
$36K 0.01%
1,129
+2
441
$36K 0.01%
1,470
-20
442
$36K 0.01%
1,846
+92
443
$36K 0.01%
703
444
$36K 0.01%
353
445
$36K 0.01%
1,262
+1,206
446
$35K 0.01%
323
-97
447
$35K 0.01%
213
448
$35K 0.01%
942
449
$35K 0.01%
189
450
$35K 0.01%
203
16 17
18
19 20