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
$154M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.01M
3
+$1.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.04M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$760K

Top Sells

1
+$783K
2
+$699K
3
+$676K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$590K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K

Sector Composition

1 Technology 5.67%
2 Healthcare 5.63%
3 Financials 5.46%
4 Industrials 4.55%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$41K 0.03%
3,291
427
$40K 0.03%
430
-59
428
$40K 0.03%
2,853
429
$40K 0.03%
580
+80
430
$40K 0.03%
3,377
431
$40K 0.03%
1,208
432
$40K 0.03%
359
433
$40K 0.03%
1,186
434
$39K 0.03%
1,107
-100
435
$39K 0.03%
2,600
436
$38K 0.02%
803
437
$38K 0.02%
490
+267
438
$38K 0.02%
+951
439
$38K 0.02%
1,625
+100
440
$38K 0.02%
294
441
$38K 0.02%
764
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442
$38K 0.02%
1,250
443
$37K 0.02%
325
444
$37K 0.02%
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445
$37K 0.02%
1,630
446
$37K 0.02%
+597
447
$37K 0.02%
270
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448
$37K 0.02%
745
+28
449
$37K 0.02%
835
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450
$36K 0.02%
1,192
16 17
18
19 20