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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.53M
3
+$6.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.17M

Top Sells

1
+$8.64M
2
+$4.21M
3
+$4.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.55M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$32K 0.01%
442
+42
477
$32K 0.01%
335
478
$32K 0.01%
1,010
-12
479
$32K 0.01%
384
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480
$32K 0.01%
1,486
-658
481
$32K 0.01%
375
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482
$32K 0.01%
226
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483
$32K 0.01%
1,450
484
$32K 0.01%
273
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485
$31K 0.01%
1,500
486
$30K 0.01%
+583
487
$30K 0.01%
360
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488
$30K 0.01%
561
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489
$30K 0.01%
400
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490
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220
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491
$30K 0.01%
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492
$29K 0.01%
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493
$29K 0.01%
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494
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495
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300
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415
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$28K 0.01%
927
498
$28K 0.01%
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499
$28K 0.01%
1,022
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500
$28K 0.01%
5,050
18 19
20
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