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
$307M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.79M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.34M

Top Sells

1
+$11M
2
+$8.52M
3
+$4.14M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.96M

Sector Composition

1 Financials 7.41%
2 Technology 4.46%
3 Communication Services 3.37%
4 Healthcare 3.28%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$15K ﹤0.01%
303
+249
602
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345
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603
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167
604
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300
605
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-321
606
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100
607
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1,137
608
$15K ﹤0.01%
250
609
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201
-354
610
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188
611
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198
-135
612
$14K ﹤0.01%
484
+384
613
$14K ﹤0.01%
938
614
$14K ﹤0.01%
70
615
$14K ﹤0.01%
199
+70
616
$14K ﹤0.01%
545
617
$14K ﹤0.01%
800
618
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161
619
$14K ﹤0.01%
241
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620
$14K ﹤0.01%
300
621
$14K ﹤0.01%
1,422
622
$14K ﹤0.01%
1,050
623
$14K ﹤0.01%
300
624
$13K ﹤0.01%
726
625
$13K ﹤0.01%
322
-19
23 24
25
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