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
51
$482K 0.36%
2,985
-64
52
$479K 0.36%
+8,582
53
$478K 0.36%
19,414
-103
54
$470K 0.36%
10,014
-263
55
$468K 0.35%
3,666
-1,602
56
$450K 0.34%
8,620
-780
57
$433K 0.33%
3,404
+325
58
$431K 0.33%
5,983
-176
59
$423K 0.32%
+13,336
60
$402K 0.3%
8,185
-3,817
61
$397K 0.3%
18,437
-3,270
62
$393K 0.3%
9,528
+5,674
63
$388K 0.29%
8,116
-1,264
64
$385K 0.29%
2,168
+146
65
$371K 0.28%
3,562
+3,316
66
$371K 0.28%
7,860
-718
67
$367K 0.28%
3,024
-3,925
68
$364K 0.28%
18,003
+439
69
$362K 0.27%
14,730
+13,493
70
$334K 0.25%
4,621
+370
71
$334K 0.25%
5,070
72
$326K 0.25%
1,303
-3,780
73
$325K 0.25%
11,900
-74
74
$320K 0.24%
986
75
$315K 0.24%
3,471
-70
1 2
3
4 5