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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
$154M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2M
3
+$1.17M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.01M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$744K

Top Sells

1
+$780K
2
+$677K
3
+$659K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$588K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K

Sector Composition

1 Technology 5.67%
2 Healthcare 5.63%
3 Financials 5.46%
4 Industrials 4.55%
5 Energy 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$9K 0.01%
100
727
$9K 0.01%
+93
728
$9K 0.01%
253
+3
729
$9K 0.01%
+142
730
$9K 0.01%
116
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731
$9K 0.01%
500
732
$9K 0.01%
150
733
$9K 0.01%
+127
734
$9K 0.01%
464
+444
735
$9K 0.01%
108
736
$9K 0.01%
450
737
$9K 0.01%
142
738
$9K 0.01%
201
739
$9K 0.01%
500
740
$9K 0.01%
525
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741
$9K 0.01%
150
742
$9K 0.01%
824
743
$8K 0.01%
3,000
744
$8K 0.01%
75
745
$8K 0.01%
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746
$8K 0.01%
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747
$8K 0.01%
+500
748
$8K 0.01%
+2,777
749
$8K 0.01%
300
750
$8K 0.01%
+251
28 29
30
31 32