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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$14K 0.01%
765
-285
602
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300
603
$14K 0.01%
+123
604
$13K 0.01%
300
605
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148
606
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191
607
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612
608
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1,111
+136
609
$13K 0.01%
139
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610
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150
611
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300
612
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613
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105
614
$13K 0.01%
119
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615
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450
616
$12K 0.01%
294
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617
$12K 0.01%
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618
$12K 0.01%
472
-1,810
619
$12K 0.01%
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620
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622
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450
623
$12K 0.01%
150
624
$12K 0.01%
500
625
$12K 0.01%
511
-101
23 24
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