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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$13K 0.01%
296
+3
627
$13K 0.01%
900
628
$13K 0.01%
434
-219
629
$13K 0.01%
+1,154
630
$13K 0.01%
127
+106
631
$13K 0.01%
+1,000
632
$13K 0.01%
+600
633
$13K 0.01%
77
+4
634
$12K ﹤0.01%
600
+5
635
$12K ﹤0.01%
700
636
$12K ﹤0.01%
111
637
$12K ﹤0.01%
150
638
$12K ﹤0.01%
+500
639
$12K ﹤0.01%
+4
640
$12K ﹤0.01%
300
-400
641
$12K ﹤0.01%
483
642
$12K ﹤0.01%
1,200
643
$12K ﹤0.01%
117
644
$12K ﹤0.01%
100
645
$12K ﹤0.01%
172
+72
646
$12K ﹤0.01%
100
647
$12K ﹤0.01%
304
648
$12K ﹤0.01%
+195
649
$12K ﹤0.01%
384
650
$12K ﹤0.01%
200
24 25
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