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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$22K 0.02%
1,350
-300
502
$22K 0.02%
611
-89
503
$22K 0.02%
184
-76
504
$22K 0.02%
2,091
505
$22K 0.02%
751
506
$22K 0.02%
610
507
$22K 0.02%
13,803
508
$22K 0.02%
684
+54
509
$21K 0.02%
128
-150
510
$21K 0.02%
437
+305
511
$21K 0.02%
845
512
$21K 0.02%
650
513
$21K 0.02%
2,088
514
$21K 0.02%
365
515
$21K 0.02%
505
+112
516
$20K 0.02%
450
517
$20K 0.02%
1,456
+909
518
$20K 0.02%
275
-306
519
$20K 0.02%
835
520
$20K 0.02%
400
521
$20K 0.02%
2,000
522
$20K 0.02%
600
523
$19K 0.01%
616
+154
524
$19K 0.01%
205
+80
525
$19K 0.01%
+1,000
19 20
21
22 23