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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
$274M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.78M
3
+$9.2M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$9.12M
5
ONEV icon
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
+$8.49M

Top Sells

1
+$6.14M
2
+$5.15M
3
+$4.93M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.41M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$3.36M

Sector Composition

1 Financials 6.4%
2 Technology 3.15%
3 Healthcare 2.59%
4 Energy 2.21%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$10K ﹤0.01%
500
627
$10K ﹤0.01%
52
628
$10K ﹤0.01%
+500
629
$9K ﹤0.01%
500
630
$9K ﹤0.01%
68
+51
631
$9K ﹤0.01%
583
632
$9K ﹤0.01%
100
-381
633
$9K ﹤0.01%
22
-127
634
$9K ﹤0.01%
170
635
$9K ﹤0.01%
150
636
$9K ﹤0.01%
533
637
$9K ﹤0.01%
+242
638
$9K ﹤0.01%
400
639
$9K ﹤0.01%
152
640
$9K ﹤0.01%
122
+72
641
$9K ﹤0.01%
256
642
$9K ﹤0.01%
287
+123
643
$9K ﹤0.01%
+396
644
$9K ﹤0.01%
133
645
$9K ﹤0.01%
194
646
$9K ﹤0.01%
+500
647
$8K ﹤0.01%
500
648
$8K ﹤0.01%
45
-45
649
$8K ﹤0.01%
+1,032
650
$8K ﹤0.01%
300
24 25
26
27 28