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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$21K 0.02%
242
-188
502
$21K 0.02%
2,088
503
$21K 0.02%
421
504
$20K 0.02%
339
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505
$20K 0.02%
217
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506
$20K 0.02%
174
+84
507
$20K 0.02%
142
+20
508
$20K 0.02%
70
509
$20K 0.02%
587
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510
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845
511
$20K 0.02%
308
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512
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336
513
$20K 0.02%
625
514
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496
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515
$20K 0.02%
181
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516
$20K 0.02%
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517
$20K 0.02%
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-2,301
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519
$19K 0.01%
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520
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521
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522
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532
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$19K 0.01%
450
524
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525
$19K 0.01%
926
19 20
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