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
476
$33K 0.02%
400
477
$33K 0.02%
386
-2,837
478
$33K 0.02%
315
479
$33K 0.02%
+113
480
$33K 0.02%
346
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481
$32K 0.02%
507
+307
482
$32K 0.02%
578
+201
483
$32K 0.02%
1,087
-96
484
$32K 0.02%
645
485
$32K 0.02%
349
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486
$32K 0.02%
1,300
487
$32K 0.02%
1,579
488
$32K 0.02%
487
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489
$31K 0.02%
950
490
$31K 0.02%
500
491
$31K 0.02%
443
492
$31K 0.02%
+319
493
$31K 0.02%
2,801
494
$30K 0.02%
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495
$30K 0.02%
1,500
496
$30K 0.02%
541
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497
$30K 0.02%
400
498
$30K 0.02%
2,602
499
$30K 0.02%
1,000
500
$30K 0.02%
1,450
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