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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$11K 0.01%
534
627
$11K 0.01%
700
628
$11K 0.01%
100
629
$11K 0.01%
267
630
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631
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298
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632
$11K 0.01%
524
633
$11K 0.01%
218
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634
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600
635
$11K 0.01%
200
636
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238
637
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144
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638
$11K 0.01%
39
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639
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200
640
$11K 0.01%
700
641
$10K 0.01%
364
-7,086
642
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200
643
$10K 0.01%
500
644
$10K 0.01%
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645
$10K 0.01%
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646
$10K 0.01%
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647
$10K 0.01%
2,111
+342
648
$10K 0.01%
+400
649
$10K 0.01%
800
650
$10K 0.01%
1,200
24 25
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