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
26
$995K 0.65%
8,360
+1,372
27
$975K 0.63%
35,341
+2,185
28
$924K 0.6%
16,061
+218
29
$890K 0.58%
3,344
+727
30
$841K 0.55%
55,117
-3,448
31
$820K 0.53%
16,064
-6,930
32
$811K 0.53%
10,349
+607
33
$788K 0.51%
5,268
-1,895
34
$787K 0.51%
6,976
-1,006
35
$785K 0.51%
6,695
+103
36
$784K 0.51%
6,949
-279
37
$780K 0.51%
2,098
+569
38
$777K 0.5%
38,377
+1,060
39
$759K 0.49%
5,490
-18
40
$734K 0.48%
3,049
+218
41
$678K 0.44%
20,836
-375
42
$677K 0.44%
12,002
-1,410
43
$664K 0.43%
10,693
-1,851
44
$643K 0.42%
12,048
-713
45
$635K 0.41%
10,640
+40
46
$635K 0.41%
13,110
-150
47
$625K 0.41%
2,917
+2
48
$616K 0.4%
13,693
+470
49
$575K 0.37%
19,517
+2,182
50
$567K 0.37%
9,400
+1,300
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