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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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$6.42M
3
+$6.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.14M

Top Sells

1
+$8.48M
2
+$4.18M
3
+$4.08M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.98M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$3.51M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$12K ﹤0.01%
+112
677
$12K ﹤0.01%
199
+9
678
$12K ﹤0.01%
341
-20
679
$12K ﹤0.01%
700
680
$12K ﹤0.01%
451
681
$12K ﹤0.01%
+406
682
$12K ﹤0.01%
483
683
$12K ﹤0.01%
161
684
$11K ﹤0.01%
90
685
$11K ﹤0.01%
324
686
$11K ﹤0.01%
300
687
$11K ﹤0.01%
180
688
$11K ﹤0.01%
150
689
$11K ﹤0.01%
122
690
$11K ﹤0.01%
+244
691
$11K ﹤0.01%
100
692
$11K ﹤0.01%
22
693
$11K ﹤0.01%
100
694
$10K ﹤0.01%
171
+39
695
$10K ﹤0.01%
125
696
$10K ﹤0.01%
348
+282
697
$10K ﹤0.01%
116
+16
698
$10K ﹤0.01%
432
699
$10K ﹤0.01%
287
700
$10K ﹤0.01%
212
-8
26 27
28
29 30