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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$6K ﹤0.01%
59
-273
652
$6K ﹤0.01%
145
653
$6K ﹤0.01%
200
654
$6K ﹤0.01%
80
655
$6K ﹤0.01%
560
656
$6K ﹤0.01%
209
657
$6K ﹤0.01%
70
658
$6K ﹤0.01%
+200
659
$6K ﹤0.01%
+82
660
$6K ﹤0.01%
650
+500
661
$6K ﹤0.01%
600
662
$6K ﹤0.01%
100
663
$6K ﹤0.01%
+197
664
$6K ﹤0.01%
505
665
$6K ﹤0.01%
31
666
$6K ﹤0.01%
83
667
$6K ﹤0.01%
600
668
$6K ﹤0.01%
202
-101
669
$6K ﹤0.01%
167
670
$6K ﹤0.01%
250
671
$6K ﹤0.01%
240
672
$6K ﹤0.01%
+2,500
673
$6K ﹤0.01%
349
674
$6K ﹤0.01%
150
675
$6K ﹤0.01%
100
25 26
27
28 29