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
$154M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.01M
3
+$1.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.04M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$760K

Top Sells

1
+$783K
2
+$699K
3
+$676K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$590K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K

Sector Composition

1 Technology 5.67%
2 Healthcare 5.63%
3 Financials 5.46%
4 Industrials 4.55%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$29K 0.02%
2,255
502
$29K 0.02%
590
503
$29K 0.02%
383
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504
$29K 0.02%
394
505
$29K 0.02%
476
+344
506
$29K 0.02%
878
507
$29K 0.02%
154
508
$29K 0.02%
330
-27
509
$29K 0.02%
306
510
$29K 0.02%
600
511
$28K 0.02%
1,650
-900
512
$28K 0.02%
640
513
$28K 0.02%
1,237
+75
514
$28K 0.02%
1,908
515
$28K 0.02%
458
+29
516
$28K 0.02%
311
-2,336
517
$27K 0.02%
1,300
+900
518
$27K 0.02%
169
+116
519
$27K 0.02%
2,091
520
$27K 0.02%
189
521
$27K 0.02%
202
+122
522
$26K 0.02%
+956
523
$26K 0.02%
130
+80
524
$26K 0.02%
400
525
$26K 0.02%
700
19 20
21
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