AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Fund
S&P 500
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
+$3.82M
2
+$3.63M
3
+$3.22M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.58M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$886K

Top Sells

1
+$3.83M
2
+$2.08M
3
+$1.76M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M

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%
891
+123
479
$24K 0.02%
338
-48
480
$24K 0.02%
196
+186
481
$24K 0.02%
600
482
$24K 0.02%
+998
483
$24K 0.02%
700
484
$24K 0.02%
600
485
$24K 0.02%
1,579
486
$23K 0.02%
469
-72
487
$23K 0.02%
288
+12
488
$23K 0.02%
1,452
489
$23K 0.02%
349
490
$23K 0.02%
1,050
491
$23K 0.02%
415
492
$23K 0.02%
1,250
493
$23K 0.02%
416
-760
494
$22K 0.02%
152
-17
495
$22K 0.02%
700
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496
$22K 0.02%
202
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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