AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$4M
3
+$2.16M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.4M

Top Sells

1
+$6.26M
2
+$5.51M
3
+$5.07M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.99M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.93M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$20K 0.01%
591
-8
552
$20K 0.01%
269
+1
553
$20K 0.01%
1,020
554
$20K 0.01%
300
+150
555
$20K 0.01%
625
556
$19K 0.01%
209
557
$19K 0.01%
70
558
$19K 0.01%
+500
559
$19K 0.01%
402
+33
560
$19K 0.01%
300
561
$19K 0.01%
1,452
-250
562
$19K 0.01%
376
+1
563
$19K 0.01%
+172
564
$19K 0.01%
421
565
$19K 0.01%
300
566
$19K 0.01%
1,641
567
$19K 0.01%
640
-65
568
$19K 0.01%
1,400
569
$18K 0.01%
122
570
$18K 0.01%
109
-320
571
$18K 0.01%
1,077
572
$18K 0.01%
501
-200
573
$18K 0.01%
600
-600
574
$18K 0.01%
161
575
$18K 0.01%
1,130
-88
21 22
23
24 25