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
576
$18K 0.01%
261
-15,793
577
$18K 0.01%
368
+3
578
$18K 0.01%
145
579
$18K 0.01%
210
580
$18K 0.01%
251
+1
581
$18K 0.01%
500
582
$17K 0.01%
200
-75
583
$17K 0.01%
200
584
$17K 0.01%
+147
585
$17K 0.01%
823
586
$17K 0.01%
2,000
587
$17K 0.01%
339
588
$17K 0.01%
300
589
$17K 0.01%
114
-108
590
$17K 0.01%
+512
591
$16K 0.01%
364
592
$16K 0.01%
2,255
+136
593
$16K 0.01%
300
-3
594
$16K 0.01%
258
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595
$16K 0.01%
336
596
$16K 0.01%
100
597
$16K 0.01%
500
+240
598
$16K 0.01%
223
-84
599
$16K 0.01%
750
600
$16K 0.01%
120
22 23
24
25 26