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

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

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%
830
706
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200
707
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3,000
708
$8K ﹤0.01%
100
709
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75
710
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300
-678
711
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167
-166
712
$8K ﹤0.01%
88
713
$8K ﹤0.01%
132
714
$8K ﹤0.01%
250
715
$8K ﹤0.01%
624
716
$8K ﹤0.01%
156
-393
717
$8K ﹤0.01%
77
+47
718
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719
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420
720
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432
721
$8K ﹤0.01%
300
722
$8K ﹤0.01%
200
-25
723
$8K ﹤0.01%
+238
724
$8K ﹤0.01%
48
-56
725
$8K ﹤0.01%
200
27 28
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