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
$307M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.79M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.34M

Top Sells

1
+$11M
2
+$8.52M
3
+$4.14M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.96M

Sector Composition

1 Financials 7.41%
2 Technology 4.46%
3 Communication Services 3.37%
4 Healthcare 3.28%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$9K ﹤0.01%
179
727
$9K ﹤0.01%
500
728
$9K ﹤0.01%
1,018
+18
729
$9K ﹤0.01%
947
730
$8K ﹤0.01%
241
-154
731
$8K ﹤0.01%
132
-39
732
$8K ﹤0.01%
413
733
$8K ﹤0.01%
700
734
$8K ﹤0.01%
253
+3
735
$8K ﹤0.01%
1,456
736
$8K ﹤0.01%
1,000
-3,000
737
$8K ﹤0.01%
75
+28
738
$8K ﹤0.01%
200
739
$8K ﹤0.01%
533
740
$8K ﹤0.01%
+59
741
$8K ﹤0.01%
66
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742
$8K ﹤0.01%
150
743
$8K ﹤0.01%
61
744
$8K ﹤0.01%
207
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745
$8K ﹤0.01%
142
+59
746
$8K ﹤0.01%
+100
747
$8K ﹤0.01%
300
748
$8K ﹤0.01%
219
+164
749
$8K ﹤0.01%
101
750
$8K ﹤0.01%
300
28 29
30
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