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
$307M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.79M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.34M

Top Sells

1
+$11M
2
+$8.52M
3
+$4.14M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.96M

Sector Composition

1 Financials 7.41%
2 Technology 4.46%
3 Communication Services 3.37%
4 Healthcare 3.28%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$13K ﹤0.01%
90
627
$13K ﹤0.01%
126
+6
628
$13K ﹤0.01%
160
629
$13K ﹤0.01%
200
630
$13K ﹤0.01%
166
631
$13K ﹤0.01%
203
632
$13K ﹤0.01%
450
-250
633
$13K ﹤0.01%
384
-3,763
634
$13K ﹤0.01%
700
635
$13K ﹤0.01%
100
636
$13K ﹤0.01%
450
637
$13K ﹤0.01%
1,440
638
$13K ﹤0.01%
225
-66
639
$13K ﹤0.01%
300
640
$13K ﹤0.01%
379
+345
641
$13K ﹤0.01%
164
642
$13K ﹤0.01%
775
-1,600
643
$13K ﹤0.01%
338
-592
644
$13K ﹤0.01%
450
645
$13K ﹤0.01%
63
646
$13K ﹤0.01%
150
647
$13K ﹤0.01%
483
648
$13K ﹤0.01%
203
+87
649
$12K ﹤0.01%
180
650
$12K ﹤0.01%
100
24 25
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