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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.53M
3
+$6.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.17M

Top Sells

1
+$8.64M
2
+$4.21M
3
+$4.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.55M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$16K 0.01%
300
602
$16K 0.01%
377
+48
603
$16K 0.01%
159
604
$16K 0.01%
386
+245
605
$16K 0.01%
300
606
$16K 0.01%
300
607
$16K 0.01%
+335
608
$15K 0.01%
151
609
$15K 0.01%
209
+90
610
$15K 0.01%
300
-330
611
$15K 0.01%
2,119
+1,000
612
$15K 0.01%
160
613
$15K 0.01%
583
-1,250
614
$15K 0.01%
156
615
$15K 0.01%
545
+25
616
$15K 0.01%
1,552
+664
617
$15K 0.01%
400
618
$15K 0.01%
+373
619
$15K 0.01%
408
-160
620
$15K 0.01%
100
621
$15K 0.01%
1,137
+379
622
$15K 0.01%
147
+7
623
$15K 0.01%
63
624
$15K 0.01%
188
+8
625
$15K 0.01%
500
23 24
25
26 27