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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$24K 0.02%
425
477
$24K 0.02%
640
478
$24K 0.02%
600
479
$24K 0.02%
891
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$24K 0.02%
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$24K 0.02%
196
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482
$24K 0.02%
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483
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700
484
$24K 0.02%
600
485
$24K 0.02%
1,579
486
$23K 0.02%
469
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487
$23K 0.02%
288
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488
$23K 0.02%
1,452
489
$23K 0.02%
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490
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491
$23K 0.02%
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492
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1,250
493
$23K 0.02%
416
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$22K 0.02%
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497
$21K 0.02%
1,300
498
$21K 0.02%
130
499
$21K 0.02%
2,091
500
$21K 0.02%
640
-2,970
18 19
20
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