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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$31K 0.01%
331
477
$31K 0.01%
325
478
$31K 0.01%
500
479
$31K 0.01%
165
480
$31K 0.01%
212
-19
481
$31K 0.01%
1,579
+1,479
482
$30K 0.01%
400
483
$30K 0.01%
634
+127
484
$30K 0.01%
1,500
485
$30K 0.01%
498
+1
486
$30K 0.01%
375
487
$30K 0.01%
645
488
$30K 0.01%
300
489
$29K 0.01%
451
490
$29K 0.01%
859
491
$29K 0.01%
1,880
-200
492
$28K 0.01%
+443
493
$28K 0.01%
306
494
$28K 0.01%
780
495
$28K 0.01%
394
496
$28K 0.01%
2,091
497
$28K 0.01%
1,908
498
$28K 0.01%
700
499
$27K 0.01%
590
500
$27K 0.01%
235
-119
18 19
20
21 22