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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
$137M
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$890K
2
+$798K
3
+$626K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$490K

Top Sells

1
+$14M
2
+$12.3M
3
+$9.98M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.46M
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$6.25M

Sector Composition

1 Technology 5.4%
2 Financials 5.4%
3 Healthcare 4.84%
4 Industrials 3.94%
5 Energy 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$12K 0.01%
240
627
$12K 0.01%
117
628
$11K 0.01%
147
629
$11K 0.01%
118
+41
630
$11K 0.01%
300
631
$11K 0.01%
80
632
$11K 0.01%
805
633
$11K 0.01%
535
634
$11K 0.01%
1,000
-8,137
635
$11K 0.01%
63
-14
636
$11K 0.01%
463
637
$11K 0.01%
500
638
$11K 0.01%
200
639
$11K 0.01%
100
640
$10K 0.01%
100
641
$10K 0.01%
800
642
$10K 0.01%
+290
643
$10K 0.01%
200
644
$10K 0.01%
100
645
$10K 0.01%
345
646
$10K 0.01%
700
-200
647
$10K 0.01%
150
648
$10K 0.01%
1,000
649
$10K 0.01%
304
650
$10K 0.01%
200
24 25
26
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