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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$12K ﹤0.01%
700
-100
652
$12K ﹤0.01%
534
653
$12K ﹤0.01%
4,050
654
$12K ﹤0.01%
375
655
$11K ﹤0.01%
265
+225
656
$11K ﹤0.01%
287
657
$11K ﹤0.01%
279
-135
658
$11K ﹤0.01%
204
+4
659
$11K ﹤0.01%
200
660
$11K ﹤0.01%
105
-100
661
$11K ﹤0.01%
100
662
$11K ﹤0.01%
+80
663
$11K ﹤0.01%
805
664
$11K ﹤0.01%
500
665
$11K ﹤0.01%
100
666
$11K ﹤0.01%
345
667
$11K ﹤0.01%
700
668
$11K ﹤0.01%
100
669
$11K ﹤0.01%
450
670
$11K ﹤0.01%
84
671
$11K ﹤0.01%
100
-90
672
$11K ﹤0.01%
+1,000
673
$11K ﹤0.01%
174
674
$11K ﹤0.01%
240
675
$10K ﹤0.01%
303
+62
25 26
27
28 29