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
726
$4K ﹤0.01%
300
727
$4K ﹤0.01%
73
-179
728
$4K ﹤0.01%
50
729
$4K ﹤0.01%
100
-125
730
$4K ﹤0.01%
160
731
$3K ﹤0.01%
89
732
$3K ﹤0.01%
+300
733
$3K ﹤0.01%
300
734
$3K ﹤0.01%
910
735
$3K ﹤0.01%
574
736
$3K ﹤0.01%
52
737
$3K ﹤0.01%
40
738
$3K ﹤0.01%
142
739
$3K ﹤0.01%
+70
740
$3K ﹤0.01%
118
+8
741
$3K ﹤0.01%
26
742
$3K ﹤0.01%
750
743
$3K ﹤0.01%
300
744
$3K ﹤0.01%
36
745
$3K ﹤0.01%
132
746
$3K ﹤0.01%
86
747
$3K ﹤0.01%
226
748
$3K ﹤0.01%
36
749
$3K ﹤0.01%
100
-1,550
750
$3K ﹤0.01%
307
28 29
30
31 32