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
$274M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.78M
3
+$9.4M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$9.15M
5
ONEV icon
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
+$8.44M

Top Sells

1
+$5.95M
2
+$5.11M
3
+$5.04M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$3.36M
5
QCOM icon
Qualcomm
QCOM
+$3.31M

Sector Composition

1 Financials 6.4%
2 Technology 3.15%
3 Healthcare 2.59%
4 Energy 2.21%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$17K 0.01%
+136
527
$17K 0.01%
+1,000
528
$17K 0.01%
400
529
$17K 0.01%
139
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530
$17K 0.01%
+729
531
$17K 0.01%
725
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532
$17K 0.01%
300
533
$17K 0.01%
500
534
$17K 0.01%
265
-100
535
$16K 0.01%
+382
536
$16K 0.01%
300
-400
537
$16K 0.01%
+618
538
$16K 0.01%
400
539
$16K 0.01%
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540
$16K 0.01%
431
+31
541
$16K 0.01%
200
542
$16K 0.01%
+491
543
$16K 0.01%
+1,000
544
$16K 0.01%
+818
545
$16K 0.01%
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546
$15K 0.01%
500
547
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548
$15K 0.01%
149
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549
$15K 0.01%
2,619
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550
$15K 0.01%
1,000
20 21
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