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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$10K ﹤0.01%
3,000
677
$10K ﹤0.01%
463
678
$10K ﹤0.01%
800
-63,736
679
$10K ﹤0.01%
85
680
$10K ﹤0.01%
200
681
$10K ﹤0.01%
28
+6
682
$10K ﹤0.01%
597
683
$10K ﹤0.01%
+632
684
$9K ﹤0.01%
80
-165
685
$9K ﹤0.01%
300
686
$9K ﹤0.01%
187
687
$9K ﹤0.01%
200
688
$9K ﹤0.01%
+200
689
$9K ﹤0.01%
+258
690
$9K ﹤0.01%
204
+90
691
$9K ﹤0.01%
+147
692
$9K ﹤0.01%
142
693
$9K ﹤0.01%
300
694
$9K ﹤0.01%
428
-24
695
$9K ﹤0.01%
450
696
$9K ﹤0.01%
190
-335
697
$9K ﹤0.01%
210
698
$9K ﹤0.01%
535
699
$9K ﹤0.01%
+500
700
$9K ﹤0.01%
183
26 27
28
29 30