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
526
$19K 0.01%
200
527
$19K 0.01%
120
+20
528
$19K 0.01%
300
529
$19K 0.01%
926
530
$19K 0.01%
100
531
$19K 0.01%
+500
532
$19K 0.01%
100
533
$19K 0.01%
300
534
$19K 0.01%
1,700
535
$19K 0.01%
+400
536
$18K 0.01%
219
537
$18K 0.01%
400
538
$18K 0.01%
97
-45
539
$18K 0.01%
+475
540
$18K 0.01%
596
-11,304
541
$18K 0.01%
336
542
$18K 0.01%
1,234
543
$18K 0.01%
500
-140
544
$18K 0.01%
149
-32
545
$18K 0.01%
363
546
$18K 0.01%
54
-105
547
$18K 0.01%
91
548
$18K 0.01%
234
-182
549
$18K 0.01%
1,641
550
$17K 0.01%
+187
20 21
22
23 24