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
$307M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.9M
3
+$7M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.66M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.28M

Top Sells

1
+$10.7M
2
+$8.36M
3
+$4.07M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.88M

Sector Composition

1 Financials 7.41%
2 Technology 4.46%
3 Communication Services 3.37%
4 Healthcare 3.28%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$12K ﹤0.01%
100
652
$12K ﹤0.01%
150
+20
653
$12K ﹤0.01%
3,000
654
$12K ﹤0.01%
800
-231
655
$12K ﹤0.01%
534
656
$12K ﹤0.01%
500
657
$12K ﹤0.01%
+590
658
$12K ﹤0.01%
805
659
$12K ﹤0.01%
+517
660
$12K ﹤0.01%
200
-200
661
$12K ﹤0.01%
200
662
$12K ﹤0.01%
100
663
$12K ﹤0.01%
+474
664
$12K ﹤0.01%
+877
665
$12K ﹤0.01%
240
666
$11K ﹤0.01%
194
-180
667
$11K ﹤0.01%
244
668
$11K ﹤0.01%
200
669
$11K ﹤0.01%
600
670
$11K ﹤0.01%
432
671
$11K ﹤0.01%
500
672
$11K ﹤0.01%
204
673
$11K ﹤0.01%
200
674
$11K ﹤0.01%
336
-68
675
$11K ﹤0.01%
118
+14
25 26
27
28 29