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
576
$16K 0.01%
200
-57
577
$16K 0.01%
624
578
$16K 0.01%
235
+57
579
$15K 0.01%
+1,151
580
$15K 0.01%
300
581
$15K 0.01%
561
582
$15K 0.01%
476
583
$15K 0.01%
378
+150
584
$15K 0.01%
1,000
585
$15K 0.01%
836
586
$15K 0.01%
150
587
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653
588
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234
589
$14K 0.01%
3,200
590
$14K 0.01%
500
591
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300
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592
$14K 0.01%
84
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593
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88
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594
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597
$14K 0.01%
521
598
$14K 0.01%
523
599
$14K 0.01%
271
600
$14K 0.01%
765
-285
22 23
24
25 26