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

Top Buys

1
+$3.82M
2
+$3.63M
3
+$3.22M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.58M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$886K

Top Sells

1
+$3.83M
2
+$2.08M
3
+$1.76M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M

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%
185
-86
652
$10K 0.01%
389
+85
653
$10K 0.01%
1,255
-1,000
654
$10K 0.01%
975
+374
655
$10K 0.01%
333
-2,555
656
$10K 0.01%
500
657
$10K 0.01%
201
+57
658
$10K 0.01%
345
659
$10K 0.01%
100
660
$10K 0.01%
178
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661
$10K 0.01%
+57
662
$10K 0.01%
357
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663
$10K 0.01%
1,000
664
$10K 0.01%
200
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665
$10K 0.01%
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666
$10K 0.01%
556
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667
$10K 0.01%
200
668
$9K 0.01%
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$9K 0.01%
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671
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700
672
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800
673
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31
674
$9K 0.01%
71
675
$9K 0.01%
200
25 26
27
28 29