We are live on ! Find out more
AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.78M
3
+$9.2M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$9.12M
5
ONEV icon
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
+$8.49M

Top Sells

1
+$6.14M
2
+$5.15M
3
+$4.93M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.41M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$3.36M

Sector Composition

1 Financials 6.4%
2 Technology 3.15%
3 Healthcare 2.59%
4 Energy 2.21%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$12K ﹤0.01%
483
602
$12K ﹤0.01%
805
603
$12K ﹤0.01%
600
-300
604
$11K ﹤0.01%
500
605
$11K ﹤0.01%
100
606
$11K ﹤0.01%
500
607
$11K ﹤0.01%
151
-89
608
$11K ﹤0.01%
200
609
$11K ﹤0.01%
200
610
$11K ﹤0.01%
700
611
$11K ﹤0.01%
1,350
-5,500
612
$11K ﹤0.01%
58
-2,431
613
$11K ﹤0.01%
200
614
$11K ﹤0.01%
5
615
$11K ﹤0.01%
451
616
$10K ﹤0.01%
200
617
$10K ﹤0.01%
432
618
$10K ﹤0.01%
+100
619
$10K ﹤0.01%
100
620
$10K ﹤0.01%
700
621
$10K ﹤0.01%
217
622
$10K ﹤0.01%
271
+20
623
$10K ﹤0.01%
221
+37
624
$10K ﹤0.01%
637
-846
625
$10K ﹤0.01%
70
23 24
25
26 27