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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

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%
382
+54
552
$20K 0.01%
132
-50
553
$20K 0.01%
591
-8
554
$20K 0.01%
269
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555
$20K 0.01%
1,020
556
$19K 0.01%
209
557
$19K 0.01%
1,641
558
$19K 0.01%
640
-65
559
$19K 0.01%
1,400
560
$19K 0.01%
402
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561
$19K 0.01%
300
562
$19K 0.01%
1,452
-250
563
$19K 0.01%
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564
$19K 0.01%
70
565
$19K 0.01%
+500
566
$19K 0.01%
376
+1
567
$19K 0.01%
421
568
$19K 0.01%
300
569
$18K 0.01%
122
570
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109
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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