AIM
Advantage Investment Management Portfolio holdings
AUM
$128M
1-Year Return
0.94%
This Quarter Return
-1.04%
1 Year Return
+0.94%
3 Year Return
+28.58%
5 Year Return
+40.76%
10 Year Return
–
AUM
$262M
AUM Growth
-$60.2M
(-19%)
Cap. Flow
-$55.8M
Cap. Flow
% of AUM
-21.28%
Top 10 Holdings %
Top 10 Hldgs %
33.98%
Holding
1,113
New
93
Increased
194
Reduced
257
Closed
89
Top Buys
| 1 |
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
|
+$6.45M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
+$3.87M |
| 3 |
Philip Morris
PM
|
+$2.06M |
| 4 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
+$1.91M |
| 5 |
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
|
+$1.37M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
|
+$6.06M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$5.29M |
| 3 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$5M |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$4.83M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.81M |
Sector Composition
| 1 | Financials | 6.68% |
| 2 | Technology | 5.76% |
| 3 | Healthcare | 4.09% |
| 4 | Consumer Staples | 3.83% |
| 5 | Industrials | 3.21% |
