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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
$137M
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$890K
2
+$798K
3
+$626K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$490K

Top Sells

1
+$14M
2
+$12.3M
3
+$9.98M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.46M
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$6.25M

Sector Composition

1 Technology 5.4%
2 Financials 5.4%
3 Healthcare 4.84%
4 Industrials 3.94%
5 Energy 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$10K 0.01%
95
+50
652
$10K 0.01%
450
653
$10K 0.01%
700
654
$10K 0.01%
450
655
$10K 0.01%
830
656
$10K 0.01%
500
657
$10K 0.01%
183
658
$10K 0.01%
150
659
$9K 0.01%
200
660
$9K 0.01%
100
661
$9K 0.01%
315
+15
662
$9K 0.01%
167
663
$9K 0.01%
88
664
$9K 0.01%
132
665
$9K 0.01%
374
+120
666
$9K 0.01%
201
-300
667
$9K 0.01%
+160
668
$9K 0.01%
300
669
$9K 0.01%
50
670
$9K 0.01%
624
671
$9K 0.01%
142
672
$9K 0.01%
300
673
$9K 0.01%
210
674
$9K 0.01%
84
675
$9K 0.01%
824
25 26
27
28 29