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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$33K 0.03%
645
-214
427
$33K 0.03%
2,602
428
$33K 0.03%
250
-20
429
$33K 0.03%
385
-471
430
$33K 0.03%
2,801
431
$33K 0.03%
1,835
+256
432
$32K 0.03%
325
433
$32K 0.03%
339
434
$32K 0.03%
323
-63
435
$31K 0.02%
891
436
$31K 0.02%
1,066
-311
437
$31K 0.02%
600
438
$30K 0.02%
400
439
$30K 0.02%
1,500
440
$30K 0.02%
1,200
441
$30K 0.02%
122
-48
442
$30K 0.02%
1,450
443
$30K 0.02%
300
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444
$29K 0.02%
28
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445
$29K 0.02%
1,908
446
$29K 0.02%
349
447
$29K 0.02%
547
-183
448
$29K 0.02%
400
-52
449
$29K 0.02%
1,192
+636
450
$28K 0.02%
1,539
-10,572
16 17
18
19 20