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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$25K 0.02%
876
-314
477
$25K 0.02%
340
478
$25K 0.02%
214
+12
479
$25K 0.02%
600
480
$25K 0.02%
998
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482
$25K 0.02%
121
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483
$25K 0.02%
1,000
-300
484
$24K 0.02%
140
+81
485
$24K 0.02%
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486
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582
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487
$24K 0.02%
267
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488
$24K 0.02%
408
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489
$24K 0.02%
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490
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491
$24K 0.02%
276
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495
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497
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1,000
498
$23K 0.02%
836
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$22K 0.02%
70
500
$22K 0.02%
587
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