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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$7K ﹤0.01%
+518
627
$7K ﹤0.01%
300
628
$7K ﹤0.01%
356
629
$7K ﹤0.01%
+128
630
$7K ﹤0.01%
138
631
$7K ﹤0.01%
500
632
$7K ﹤0.01%
300
633
$7K ﹤0.01%
198
634
$7K ﹤0.01%
+928
635
$7K ﹤0.01%
222
636
$7K ﹤0.01%
380
637
$7K ﹤0.01%
71
638
$7K ﹤0.01%
434
639
$7K ﹤0.01%
200
640
$7K ﹤0.01%
+533
641
$7K ﹤0.01%
+500
642
$7K ﹤0.01%
500
643
$7K ﹤0.01%
+120
644
$7K ﹤0.01%
150
645
$7K ﹤0.01%
+424
646
$7K ﹤0.01%
141
647
$7K ﹤0.01%
200
648
$6K ﹤0.01%
718
-27,394
649
$6K ﹤0.01%
171
-16,422
650
$6K ﹤0.01%
141
-650
24 25
26
27 28