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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
$274M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.78M
3
+$9.2M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$9.12M
5
ONEV icon
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
+$8.49M

Top Sells

1
+$6.14M
2
+$5.15M
3
+$4.93M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.41M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$3.36M

Sector Composition

1 Financials 6.4%
2 Technology 3.15%
3 Healthcare 2.59%
4 Energy 2.21%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$6K ﹤0.01%
300
702
$6K ﹤0.01%
209
703
$6K ﹤0.01%
+99
704
$6K ﹤0.01%
+85
705
$6K ﹤0.01%
50
706
$6K ﹤0.01%
238
707
$6K ﹤0.01%
150
708
$6K ﹤0.01%
83
709
$6K ﹤0.01%
85
710
$6K ﹤0.01%
30
711
$6K ﹤0.01%
181
712
$6K ﹤0.01%
234
-78
713
$6K ﹤0.01%
100
714
$6K ﹤0.01%
47
-24,581
715
$6K ﹤0.01%
+108
716
$6K ﹤0.01%
397
+212
717
$6K ﹤0.01%
117
718
$6K ﹤0.01%
200
719
$6K ﹤0.01%
100
720
$6K ﹤0.01%
400
721
$5K ﹤0.01%
300
722
$5K ﹤0.01%
25
723
$5K ﹤0.01%
200
724
$5K ﹤0.01%
200
725
$5K ﹤0.01%
75
27 28
29
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