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
51
$1.09M 0.42%
45,607
-923
52
$1.08M 0.41%
20,530
-3,223
53
$1.03M 0.39%
16,330
-350
54
$1.03M 0.39%
18,643
-487
55
$1.01M 0.38%
15,269
+1,313
56
$998K 0.38%
9,104
+105
57
$995K 0.38%
27,372
-278
58
$970K 0.37%
9,019
+759
59
$960K 0.37%
18,316
-984
60
$958K 0.37%
3,969
-21,920
61
$957K 0.37%
12,692
-64,090
62
$953K 0.36%
34,572
+1,076
63
$938K 0.36%
7,453
+1,853
64
$895K 0.34%
8,190
-22,530
65
$890K 0.34%
2,605
+1,598
66
$880K 0.34%
12,240
-166
67
$864K 0.33%
22,452
+387
68
$849K 0.32%
17,128
-228
69
$841K 0.32%
37,862
-305
70
$841K 0.32%
17,744
+1,982
71
$791K 0.3%
10,651
-3,988
72
$781K 0.3%
22,154
+131
73
$781K 0.3%
13,239
+2,037
74
$760K 0.29%
17,183
+1,168
75
$746K 0.28%
12,343
-11,281
1 2
3
4 5