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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$15K 0.01%
+546
577
$14K 0.01%
17
+3
578
$14K 0.01%
300
579
$14K 0.01%
+461
580
$14K 0.01%
2,000
581
$14K 0.01%
+561
582
$14K 0.01%
65
-14
583
$14K 0.01%
595
+2
584
$14K 0.01%
91
585
$14K 0.01%
+251
586
$14K 0.01%
193
+125
587
$14K 0.01%
434
588
$14K 0.01%
150
-50
589
$14K 0.01%
13,803
+1,000
590
$13K 0.01%
500
591
$13K 0.01%
157
592
$13K 0.01%
225
-372
593
$13K 0.01%
550
+342
594
$13K 0.01%
907
+260
595
$13K 0.01%
+234
596
$13K 0.01%
639
+176
597
$13K 0.01%
200
-300
598
$13K 0.01%
300
599
$13K 0.01%
614
-1,016
600
$13K 0.01%
100
22 23
24
25 26