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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$4M
3
+$2.16M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.4M

Top Sells

1
+$6.26M
2
+$5.51M
3
+$5.07M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.99M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.93M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$9K ﹤0.01%
150
702
$9K ﹤0.01%
150
703
$9K ﹤0.01%
304
704
$8K ﹤0.01%
106
705
$8K ﹤0.01%
200
706
$8K ﹤0.01%
3,000
707
$8K ﹤0.01%
100
708
$8K ﹤0.01%
75
709
$8K ﹤0.01%
300
-678
710
$8K ﹤0.01%
167
-166
711
$8K ﹤0.01%
88
712
$8K ﹤0.01%
132
713
$8K ﹤0.01%
250
714
$8K ﹤0.01%
624
715
$8K ﹤0.01%
156
-393
716
$8K ﹤0.01%
77
+47
717
$8K ﹤0.01%
199
718
$8K ﹤0.01%
420
719
$8K ﹤0.01%
432
720
$8K ﹤0.01%
300
721
$8K ﹤0.01%
200
-25
722
$8K ﹤0.01%
+238
723
$8K ﹤0.01%
830
724
$8K ﹤0.01%
48
-56
725
$8K ﹤0.01%
200
27 28
29
30 31