AIM
Advantage Investment Management Portfolio holdings
AUM
$128M
1-Year Return
0.94%
This Quarter Return
+4.69%
1 Year Return
+0.94%
3 Year Return
+28.58%
5 Year Return
+40.76%
10 Year Return
–
AUM
$154M
AUM Growth
+$17.2M
(+13%)
Cap. Flow
+$11.7M
Cap. Flow
% of AUM
7.58%
Top 10 Holdings %
Top 10 Hldgs %
32.56%
Holding
1,116
New
146
Increased
274
Reduced
177
Closed
93
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$3.59M |
| 2 |
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
|
+$2.01M |
| 3 |
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
|
+$1.18M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.04M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$760K |
Top Sells
Sector Composition
| 1 | Technology | 5.67% |
| 2 | Healthcare | 5.63% |
| 3 | Financials | 5.46% |
| 4 | Industrials | 4.55% |
| 5 | Energy | 3.36% |
