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
$137M
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$890K
2
+$797K
3
+$645K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$496K

Top Sells

1
+$14M
2
+$12.5M
3
+$10.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.48M
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$6.42M

Sector Composition

1 Technology 5.4%
2 Financials 5.4%
3 Healthcare 4.84%
4 Industrials 3.94%
5 Energy 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$9K 0.01%
252
677
$8K 0.01%
450
678
$8K 0.01%
3,000
679
$8K 0.01%
258
680
$8K 0.01%
75
681
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241
-62
682
$8K 0.01%
1,411
+463
683
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250
684
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96
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685
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686
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687
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199
688
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164
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689
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690
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691
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22
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692
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693
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694
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144
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698
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699
$8K 0.01%
108
700
$7K 0.01%
100
26 27
28
29 30