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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$27K 0.01%
323
+24
502
$27K 0.01%
435
503
$27K 0.01%
220
504
$26K 0.01%
138
505
$26K 0.01%
669
506
$26K 0.01%
640
507
$26K 0.01%
249
-383
508
$26K 0.01%
400
509
$26K 0.01%
517
-60
510
$26K 0.01%
415
511
$26K 0.01%
451
512
$26K 0.01%
374
513
$25K 0.01%
116
+69
514
$25K 0.01%
317
-50
515
$25K 0.01%
963
+36
516
$25K 0.01%
284
517
$25K 0.01%
+799
518
$24K 0.01%
425
519
$24K 0.01%
845
520
$24K 0.01%
702
521
$24K 0.01%
970
522
$24K 0.01%
878
523
$24K 0.01%
1,500
+200
524
$24K 0.01%
395
-393
525
$24K 0.01%
365
-366
19 20
21
22 23