AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Fund
S&P 500
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
+$6.34M
2
+$4M
3
+$2.16M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.4M

Top Sells

1
+$6.26M
2
+$5.51M
3
+$5.07M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.99M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.93M

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
726
$8K ﹤0.01%
139
727
$8K ﹤0.01%
108
728
$8K ﹤0.01%
106
729
$7K ﹤0.01%
20
730
$7K ﹤0.01%
+200
731
$7K ﹤0.01%
100
732
$7K ﹤0.01%
50
733
$7K ﹤0.01%
413
734
$7K ﹤0.01%
77
735
$7K ﹤0.01%
150
736
$7K ﹤0.01%
97
-709
737
$7K ﹤0.01%
+144
738
$7K ﹤0.01%
255
739
$7K ﹤0.01%
99
740
$7K ﹤0.01%
150
741
$7K ﹤0.01%
136
742
$7K ﹤0.01%
+189
743
$7K ﹤0.01%
46
+22
744
$7K ﹤0.01%
69
+18
745
$7K ﹤0.01%
20
-20
746
$7K ﹤0.01%
71
-54
747
$7K ﹤0.01%
50
748
$7K ﹤0.01%
+102
749
$7K ﹤0.01%
824
750
$7K ﹤0.01%
+115
28 29
30
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