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
451
$28K 0.02%
1,650
452
$28K 0.02%
950
453
$28K 0.02%
339
454
$28K 0.02%
1,450
455
$28K 0.02%
600
-550
456
$28K 0.02%
1,190
-160
457
$27K 0.02%
516
-1,294
458
$27K 0.02%
400
459
$27K 0.02%
1,908
460
$27K 0.02%
270
461
$27K 0.02%
72
+25
462
$26K 0.02%
140
-154
463
$26K 0.02%
1,500
464
$26K 0.02%
500
465
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452
466
$26K 0.02%
319
467
$26K 0.02%
400
468
$26K 0.02%
164
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469
$25K 0.02%
518
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470
$25K 0.02%
443
471
$25K 0.02%
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472
$25K 0.02%
240
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473
$25K 0.02%
1,000
474
$25K 0.02%
+340
475
$25K 0.02%
494
+36
17 18
19
20 21