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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$12K 0.01%
300
627
$12K 0.01%
642
+178
628
$12K 0.01%
300
629
$12K 0.01%
263
630
$11K 0.01%
248
+53
631
$11K 0.01%
105
632
$11K 0.01%
287
633
$11K 0.01%
148
634
$11K 0.01%
254
635
$11K 0.01%
534
636
$11K 0.01%
150
637
$11K 0.01%
244
+70
638
$11K 0.01%
700
639
$11K 0.01%
267
640
$11K 0.01%
450
641
$11K 0.01%
1,020
642
$11K 0.01%
178
643
$11K 0.01%
250
+70
644
$10K 0.01%
1,000
645
$10K 0.01%
200
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646
$10K 0.01%
+63
647
$10K 0.01%
556
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648
$10K 0.01%
200
649
$10K 0.01%
483
650
$10K 0.01%
300
24 25
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