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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.6%
20,695
+1,084
52
$1.11M 0.58%
14,023
-1,607
53
$1.09M 0.56%
16,277
+7,945
54
$1.07M 0.56%
24,994
-3,540
55
$1.05M 0.54%
23,226
-372
56
$1.01M 0.53%
71,788
+4,316
57
$925K 0.48%
6,194
-2,152
58
$921K 0.48%
8,965
+637
59
$920K 0.48%
19,900
+1,722
60
$852K 0.44%
50,607
-5,212
61
$835K 0.43%
24,700
+280
62
$817K 0.42%
16,518
-12,228
63
$812K 0.42%
15,194
+15,008
64
$800K 0.42%
+16,138
65
$798K 0.41%
29,392
+2,467
66
$764K 0.4%
6,698
+6,572
67
$742K 0.39%
13,996
-5,320
68
$735K 0.38%
16,167
+15,867
69
$696K 0.36%
33,257
-2,784
70
$690K 0.36%
21,447
+509
71
$684K 0.36%
37,319
+11,262
72
$650K 0.34%
16,910
+5,521
73
$647K 0.34%
18,781
+1,608
74
$620K 0.32%
3,563
+3,492
75
$620K 0.32%
36,197
+5,621
1 2
3
4 5