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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
$270M
AUM Growth
-$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,062
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.99M
3
+$8.88M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$6.29M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.04M

Top Sells

1
+$10.5M
2
+$9.7M
3
+$8.47M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.62M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$6.15M

Sector Composition

1 Financials 7.11%
2 Energy 3.92%
3 Healthcare 3.81%
4 Technology 3.23%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$12K ﹤0.01%
483
602
$11K ﹤0.01%
100
603
$11K ﹤0.01%
200
604
$11K ﹤0.01%
151
605
$11K ﹤0.01%
200
606
$11K ﹤0.01%
700
607
$11K ﹤0.01%
396
608
$11K ﹤0.01%
133
609
$11K ﹤0.01%
125
+100
610
$11K ﹤0.01%
200
+100
611
$11K ﹤0.01%
805
612
$11K ﹤0.01%
432
613
$11K ﹤0.01%
600
614
$11K ﹤0.01%
700
615
$11K ﹤0.01%
451
616
$11K ﹤0.01%
386
-764
617
$11K ﹤0.01%
100
618
$11K ﹤0.01%
246
-25
619
$11K ﹤0.01%
165
-100
620
$11K ﹤0.01%
+139
621
$11K ﹤0.01%
+500
622
$11K ﹤0.01%
70
623
$10K ﹤0.01%
653
+53
624
$10K ﹤0.01%
100
625
$10K ﹤0.01%
+450
23 24
25
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