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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

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
451
$35K 0.01%
1,243
-77
452
$35K 0.01%
600
-450
453
$35K 0.01%
310
+10
454
$34K 0.01%
1,207
-100
455
$34K 0.01%
1,041
+46
456
$34K 0.01%
1,800
457
$34K 0.01%
3,500
458
$33K 0.01%
390
459
$33K 0.01%
1,192
460
$33K 0.01%
1,375
-15,666
461
$33K 0.01%
1,092
-31
462
$33K 0.01%
391
-2,674
463
$33K 0.01%
382
464
$33K 0.01%
1,669
465
$33K 0.01%
500
466
$33K 0.01%
315
467
$33K 0.01%
974
468
$33K 0.01%
1,300
469
$33K 0.01%
600
+42
470
$33K 0.01%
2,147
-7,840
471
$32K 0.01%
1,450
472
$32K 0.01%
2,853
473
$32K 0.01%
1,218
+22
474
$32K 0.01%
+294
475
$32K 0.01%
778
-300
17 18
19
20 21