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
526
$25K 0.02%
+1,027
527
$25K 0.02%
+113
528
$25K 0.02%
246
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529
$25K 0.02%
219
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530
$25K 0.02%
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531
$25K 0.02%
415
532
$25K 0.02%
1,094
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533
$24K 0.02%
276
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534
$24K 0.02%
+3,425
535
$24K 0.02%
+768
536
$24K 0.02%
1,000
537
$24K 0.02%
400
538
$24K 0.02%
1,000
539
$24K 0.02%
121
540
$24K 0.02%
200
541
$23K 0.01%
+3,000
542
$23K 0.01%
700
543
$23K 0.01%
229
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544
$23K 0.01%
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545
$23K 0.01%
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546
$23K 0.01%
625
547
$23K 0.01%
567
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548
$23K 0.01%
365
549
$23K 0.01%
132
550
$23K 0.01%
+81
20 21
22
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