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

Top Buys

1
+$13M
2
+$11M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.79M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.34M

Top Sells

1
+$11M
2
+$8.52M
3
+$4.14M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.96M

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%
150
+20
652
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3,000
653
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800
-231
654
$12K ﹤0.01%
534
655
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500
656
$12K ﹤0.01%
+590
657
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805
658
$12K ﹤0.01%
+517
659
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-200
660
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200
661
$12K ﹤0.01%
100
662
$12K ﹤0.01%
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663
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+474
664
$12K ﹤0.01%
+877
665
$12K ﹤0.01%
240
666
$11K ﹤0.01%
500
667
$11K ﹤0.01%
204
668
$11K ﹤0.01%
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$11K ﹤0.01%
336
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670
$11K ﹤0.01%
118
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671
$11K ﹤0.01%
194
-180
672
$11K ﹤0.01%
244
673
$11K ﹤0.01%
200
674
$11K ﹤0.01%
600
675
$11K ﹤0.01%
432
25 26
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