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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$9K 0.01%
177
677
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63
678
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187
679
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200
680
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225
681
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682
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154
683
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31
684
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59
-12
685
$8K 0.01%
96
+71
686
$8K 0.01%
300
687
$8K 0.01%
1,077
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688
$8K 0.01%
250
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689
$8K 0.01%
410
690
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150
691
$8K 0.01%
+300
692
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300
693
$8K 0.01%
533
694
$7K 0.01%
200
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$7K 0.01%
129
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698
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150
699
$7K 0.01%
93
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700
$7K 0.01%
413
26 27
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29 30