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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5K ﹤0.01%
435
+250
702
$5K ﹤0.01%
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703
$5K ﹤0.01%
100
704
$4K ﹤0.01%
100
705
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200
706
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707
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87
708
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100
709
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25
710
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+158
711
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236
+2
712
$4K ﹤0.01%
177
713
$4K ﹤0.01%
+56
714
$4K ﹤0.01%
60
715
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73
-179
716
$4K ﹤0.01%
200
717
$4K ﹤0.01%
500
718
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55
719
$4K ﹤0.01%
1,500
720
$4K ﹤0.01%
50
721
$4K ﹤0.01%
74
722
$4K ﹤0.01%
160
723
$4K ﹤0.01%
300
724
$4K ﹤0.01%
650
725
$4K ﹤0.01%
202
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