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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$460K 0.36%
8,389
+204
52
$444K 0.35%
17,928
+3,198
53
$443K 0.35%
9,478
-50
54
$439K 0.34%
18,525
+88
55
$432K 0.34%
7,888
-228
56
$425K 0.33%
2,114
-817
57
$404K 0.32%
4,974
-96
58
$387K 0.3%
12,129
-1,207
59
$385K 0.3%
2,025
-143
60
$376K 0.3%
3,071
-1,311
61
$361K 0.28%
3,472
-2,920
62
$349K 0.27%
12,240
63
$338K 0.27%
3,042
+391
64
$336K 0.26%
11,500
-302
65
$334K 0.26%
1,837
+91
66
$327K 0.26%
8,191
+1,406
67
$322K 0.25%
14,350
+2,934
68
$321K 0.25%
3,079
-392
69
$319K 0.25%
2,362
-38
70
$317K 0.25%
3,945
-2,038
71
$312K 0.25%
1,038
-81
72
$312K 0.25%
7,800
+1,654
73
$310K 0.24%
22,073
+2,442
74
$309K 0.24%
2,284
-1,120
75
$306K 0.24%
+23,933
1 2
3
4 5