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
26
$2.04M 1.06%
+27,790
27
$1.97M 1.02%
44,850
+2,398
28
$1.91M 0.99%
17,712
+13,340
29
$1.88M 0.98%
37,353
-66,927
30
$1.84M 0.96%
24,544
+20,036
31
$1.8M 0.93%
17,884
-19,536
32
$1.7M 0.88%
21,341
+17,454
33
$1.6M 0.83%
+17,561
34
$1.53M 0.79%
16,918
+15,321
35
$1.51M 0.78%
25,040
-39,295
36
$1.5M 0.78%
30,862
+1,976
37
$1.49M 0.77%
49,520
+2,130
38
$1.48M 0.77%
48,821
+2,205
39
$1.47M 0.76%
43,922
+2,123
40
$1.43M 0.74%
13,748
+13,636
41
$1.42M 0.73%
7,577
+7,516
42
$1.36M 0.71%
26,980
-5,326
43
$1.32M 0.69%
25,133
-235
44
$1.31M 0.68%
18,218
-1,884
45
$1.26M 0.65%
15,605
+2,703
46
$1.25M 0.65%
+4,809
47
$1.24M 0.64%
18,714
+1,733
48
$1.23M 0.64%
11,371
-4,507
49
$1.21M 0.63%
46,431
+3,427
50
$1.17M 0.61%
+11,076
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