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
451
$28K 0.02%
394
-178
452
$28K 0.02%
884
-342
453
$28K 0.02%
400
454
$28K 0.02%
67
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455
$28K 0.02%
156
+4
456
$28K 0.02%
338
457
$27K 0.02%
383
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458
$27K 0.02%
640
459
$27K 0.02%
1,740
+1,040
460
$27K 0.02%
1,452
461
$27K 0.02%
500
462
$27K 0.02%
549
+106
463
$27K 0.02%
600
464
$27K 0.02%
133
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465
$26K 0.02%
675
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466
$26K 0.02%
950
467
$26K 0.02%
236
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468
$26K 0.02%
506
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469
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470
$26K 0.02%
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471
$25K 0.02%
174
472
$25K 0.02%
450
473
$25K 0.02%
231
-9
474
$25K 0.02%
469
475
$25K 0.02%
500
+200
17 18
19
20 21