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
$307M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.79M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.34M

Top Sells

1
+$11M
2
+$8.52M
3
+$4.14M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.96M

Sector Composition

1 Financials 7.41%
2 Technology 4.46%
3 Communication Services 3.37%
4 Healthcare 3.28%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$11K ﹤0.01%
194
-180
677
$11K ﹤0.01%
432
678
$11K ﹤0.01%
+631
679
$11K ﹤0.01%
700
680
$11K ﹤0.01%
+312
681
$11K ﹤0.01%
375
-200
682
$11K ﹤0.01%
558
+158
683
$11K ﹤0.01%
100
684
$10K ﹤0.01%
200
685
$10K ﹤0.01%
+733
686
$10K ﹤0.01%
287
687
$10K ﹤0.01%
212
688
$10K ﹤0.01%
+260
689
$10K ﹤0.01%
170
690
$10K ﹤0.01%
+500
691
$10K ﹤0.01%
200
692
$10K ﹤0.01%
45
693
$10K ﹤0.01%
22
694
$10K ﹤0.01%
100
695
$10K ﹤0.01%
+100
696
$10K ﹤0.01%
450
-500
697
$10K ﹤0.01%
150
698
$10K ﹤0.01%
12,803
699
$10K ﹤0.01%
274
700
$10K ﹤0.01%
400
26 27
28
29 30