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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.53M
3
+$6.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.17M

Top Sells

1
+$8.64M
2
+$4.21M
3
+$4.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.55M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$10K ﹤0.01%
212
-8
702
$10K ﹤0.01%
116
+16
703
$10K ﹤0.01%
432
704
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120
+100
705
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100
706
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235
-27
707
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+106
708
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150
709
$10K ﹤0.01%
1,422
+66
710
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216
+10
711
$10K ﹤0.01%
1,456
+997
712
$9K ﹤0.01%
183
+141
713
$9K ﹤0.01%
240
714
$9K ﹤0.01%
150
715
$9K ﹤0.01%
200
716
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200
717
$9K ﹤0.01%
150
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718
$9K ﹤0.01%
120
+20
719
$9K ﹤0.01%
+100
720
$9K ﹤0.01%
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721
$9K ﹤0.01%
130
722
$9K ﹤0.01%
266
+66
723
$9K ﹤0.01%
+100
724
$9K ﹤0.01%
129
+56
725
$9K ﹤0.01%
+129
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