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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$16K 0.01%
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602
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300
603
$16K 0.01%
927
+7
604
$15K 0.01%
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+499
606
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100
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607
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300
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300
609
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450
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700
-100
612
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450
613
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614
$14K 0.01%
150
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$14K 0.01%
+2,750
617
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300
618
$14K 0.01%
200
619
$14K 0.01%
500
620
$14K 0.01%
+1,096
621
$14K 0.01%
200
622
$14K 0.01%
12,803
623
$13K 0.01%
400
624
$13K 0.01%
90
625
$13K 0.01%
500
23 24
25
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