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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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.63M
3
+$3.22M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.58M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$886K

Top Sells

1
+$3.83M
2
+$2.08M
3
+$1.76M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.47%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$13K 0.01%
1,000
602
$13K 0.01%
204
+54
603
$13K 0.01%
300
604
$12K 0.01%
138
+39
605
$12K 0.01%
203
606
$12K 0.01%
300
607
$12K 0.01%
642
+178
608
$12K 0.01%
300
609
$12K 0.01%
263
610
$12K 0.01%
+523
611
$12K 0.01%
300
612
$12K 0.01%
207
+42
613
$12K 0.01%
160
+67
614
$12K 0.01%
200
615
$12K 0.01%
450
616
$12K 0.01%
521
-69,322
617
$12K 0.01%
3,200
618
$12K 0.01%
+612
619
$12K 0.01%
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620
$12K 0.01%
612
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621
$12K 0.01%
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622
$12K 0.01%
100
623
$12K 0.01%
271
+5
624
$12K 0.01%
1,150
+320
625
$12K 0.01%
859
23 24
25
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