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
676
$9K 0.01%
370
677
$9K 0.01%
598
+172
678
$9K 0.01%
+108
679
$9K 0.01%
198
680
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200
681
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+99
682
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300
683
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+275
684
$9K 0.01%
524
685
$9K 0.01%
240
686
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177
-6
687
$9K 0.01%
+450
688
$9K 0.01%
238
689
$9K 0.01%
+59
690
$8K 0.01%
151
+51
691
$8K 0.01%
250
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692
$8K 0.01%
300
693
$8K 0.01%
35
-35
694
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695
$8K 0.01%
865
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150
697
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169
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698
$8K 0.01%
142
699
$8K 0.01%
107
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700
$8K 0.01%
148
26 27
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29 30