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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$8K 0.01%
148
702
$8K 0.01%
500
703
$8K 0.01%
1,200
704
$8K 0.01%
54
-100
705
$8K 0.01%
535
706
$8K 0.01%
1,138
+314
707
$8K 0.01%
+300
708
$8K 0.01%
+655
709
$8K 0.01%
1,500
710
$8K 0.01%
127
711
$8K 0.01%
63
712
$8K 0.01%
303
+52
713
$7K 0.01%
100
714
$7K 0.01%
187
715
$7K 0.01%
200
716
$7K 0.01%
278
+78
717
$7K 0.01%
362
+104
718
$7K 0.01%
75
719
$7K 0.01%
170
-79
720
$7K 0.01%
200
-779
721
$7K 0.01%
225
-225
722
$7K 0.01%
150
723
$7K 0.01%
+29
724
$7K 0.01%
+154
725
$7K 0.01%
81
27 28
29
30 31