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
451
$36K 0.02%
173
+135
452
$36K 0.02%
1,224
+462
453
$36K 0.02%
5,810
454
$36K 0.02%
685
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455
$36K 0.02%
450
456
$36K 0.02%
+409
457
$36K 0.02%
780
458
$36K 0.02%
374
459
$35K 0.02%
390
460
$35K 0.02%
1,311
-1,308
461
$35K 0.02%
319
-6
462
$35K 0.02%
500
+300
463
$35K 0.02%
817
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464
$35K 0.02%
1,800
465
$35K 0.02%
+616
466
$35K 0.02%
452
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467
$34K 0.02%
1,045
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468
$34K 0.02%
634
469
$34K 0.02%
307
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470
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382
471
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316
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472
$34K 0.02%
+339
473
$34K 0.02%
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474
$34K 0.02%
859
475
$34K 0.02%
3,100
-400
17 18
19
20 21