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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$16K 0.01%
2,000
502
$16K 0.01%
1,126
503
$16K 0.01%
900
504
$16K 0.01%
154
505
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500
506
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1,000
507
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3,100
508
$16K 0.01%
600
+300
509
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240
510
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486
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511
$15K 0.01%
500
512
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200
513
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600
-500
514
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625
515
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516
$15K 0.01%
1,085
517
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900
518
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458
519
$14K 0.01%
+1,612
520
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300
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521
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522
$13K 0.01%
378
523
$13K 0.01%
200
524
$13K 0.01%
5
525
$13K 0.01%
265
19 20
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