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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$22K 0.01%
421
452
$22K 0.01%
800
453
$22K 0.01%
1,600
454
$22K 0.01%
1,412
455
$21K 0.01%
1,075
456
$21K 0.01%
1,225
457
$21K 0.01%
850
458
$21K 0.01%
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459
$21K 0.01%
300
+100
460
$21K 0.01%
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461
$21K 0.01%
830
462
$21K 0.01%
200
463
$20K 0.01%
+500
464
$20K 0.01%
2,000
465
$20K 0.01%
1,077
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466
$20K 0.01%
600
467
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1,000
468
$20K 0.01%
449
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469
$20K 0.01%
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138
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$20K 0.01%
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473
$20K 0.01%
160
474
$20K 0.01%
451
475
$19K 0.01%
611
17 18
19
20 21