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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.53M
3
+$6.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.17M

Top Sells

1
+$8.64M
2
+$4.21M
3
+$4.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.55M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$13K ﹤0.01%
700
652
$13K ﹤0.01%
726
653
$13K ﹤0.01%
167
+8
654
$13K ﹤0.01%
800
655
$13K ﹤0.01%
450
656
$13K ﹤0.01%
168
+7
657
$13K ﹤0.01%
+1,440
658
$13K ﹤0.01%
+300
659
$13K ﹤0.01%
169
+8
660
$13K ﹤0.01%
450
661
$12K ﹤0.01%
161
662
$12K ﹤0.01%
700
663
$12K ﹤0.01%
3,000
664
$12K ﹤0.01%
395
+154
665
$12K ﹤0.01%
200
666
$12K ﹤0.01%
+166
667
$12K ﹤0.01%
+203
668
$12K ﹤0.01%
534
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669
$12K ﹤0.01%
500
670
$12K ﹤0.01%
200
671
$12K ﹤0.01%
805
672
$12K ﹤0.01%
+112
673
$12K ﹤0.01%
199
+9
674
$12K ﹤0.01%
341
-20
675
$12K ﹤0.01%
1,450
25 26
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