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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$10K 0.01%
450
652
$10K 0.01%
1,000
653
$10K 0.01%
185
-86
654
$10K 0.01%
389
+85
655
$10K 0.01%
1,255
-1,000
656
$10K 0.01%
975
+374
657
$10K 0.01%
333
-2,555
658
$10K 0.01%
500
659
$10K 0.01%
700
660
$10K 0.01%
101
-118
661
$10K 0.01%
5,810
662
$10K 0.01%
201
+57
663
$10K 0.01%
345
664
$10K 0.01%
100
665
$10K 0.01%
178
+72
666
$10K 0.01%
+57
667
$10K 0.01%
357
+105
668
$9K 0.01%
370
669
$9K 0.01%
598
+172
670
$9K 0.01%
+59
671
$9K 0.01%
100
672
$9K 0.01%
1,769
673
$9K 0.01%
125
674
$9K 0.01%
700
675
$9K 0.01%
800
25 26
27
28 29