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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$8K ﹤0.01%
533
602
$8K ﹤0.01%
246
603
$8K ﹤0.01%
347
604
$8K ﹤0.01%
1,570
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605
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245
606
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500
607
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1,000
608
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609
$8K ﹤0.01%
150
610
$8K ﹤0.01%
103
611
$8K ﹤0.01%
223
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612
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613
$8K ﹤0.01%
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614
$8K ﹤0.01%
400
615
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-30
616
$8K ﹤0.01%
878
617
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6,500
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620
$8K ﹤0.01%
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621
$7K ﹤0.01%
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622
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100
623
$7K ﹤0.01%
300
624
$7K ﹤0.01%
+512
625
$7K ﹤0.01%
150
23 24
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