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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.63M
3
+$3.22M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.58M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$886K

Top Sells

1
+$3.83M
2
+$2.08M
3
+$1.76M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$7K 0.01%
+874
727
$7K 0.01%
600
728
$7K 0.01%
2,777
729
$7K 0.01%
166
730
$7K 0.01%
150
731
$7K 0.01%
+228
732
$7K 0.01%
+388
733
$7K 0.01%
410
734
$7K 0.01%
525
735
$7K 0.01%
134
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736
$7K 0.01%
153
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737
$7K 0.01%
533
738
$7K 0.01%
+291
739
$6K ﹤0.01%
275
740
$6K ﹤0.01%
81
741
$6K ﹤0.01%
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742
$6K ﹤0.01%
304
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743
$6K ﹤0.01%
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744
$6K ﹤0.01%
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745
$6K ﹤0.01%
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746
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$6K ﹤0.01%
547
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748
$6K ﹤0.01%
187
749
$6K ﹤0.01%
33
750
$6K ﹤0.01%
122
-195
28 29
30
31 32