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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

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%
150
727
$8K ﹤0.01%
139
728
$8K ﹤0.01%
108
729
$7K ﹤0.01%
20
-20
730
$7K ﹤0.01%
71
-54
731
$7K ﹤0.01%
50
732
$7K ﹤0.01%
+102
733
$7K ﹤0.01%
824
734
$7K ﹤0.01%
+115
735
$7K ﹤0.01%
500
736
$7K ﹤0.01%
60
737
$7K ﹤0.01%
+200
738
$7K ﹤0.01%
100
739
$7K ﹤0.01%
50
740
$7K ﹤0.01%
413
741
$7K ﹤0.01%
77
742
$7K ﹤0.01%
150
743
$7K ﹤0.01%
97
-709
744
$7K ﹤0.01%
20
745
$7K ﹤0.01%
+144
746
$7K ﹤0.01%
255
747
$7K ﹤0.01%
99
748
$7K ﹤0.01%
150
749
$7K ﹤0.01%
136
750
$7K ﹤0.01%
+189
28 29
30
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