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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$32K 0.02%
415
+104
427
$32K 0.02%
613
+213
428
$32K 0.02%
+170
429
$31K 0.02%
878
430
$31K 0.02%
1,093
+6
431
$31K 0.02%
+1,057
432
$31K 0.02%
580
433
$31K 0.02%
289
-83
434
$31K 0.02%
2,602
435
$31K 0.02%
2,801
436
$31K 0.02%
712
-95
437
$31K 0.02%
180
-24
438
$30K 0.02%
1,311
439
$30K 0.02%
645
440
$30K 0.02%
2,600
441
$30K 0.02%
386
442
$30K 0.02%
1,300
443
$29K 0.02%
+1,200
444
$29K 0.02%
764
445
$29K 0.02%
325
446
$29K 0.02%
590
447
$29K 0.02%
260
-34
448
$29K 0.02%
1,934
+84
449
$29K 0.02%
382
450
$28K 0.02%
136
-3
16 17
18
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