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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$6K ﹤0.01%
81
727
$6K ﹤0.01%
822
728
$6K ﹤0.01%
215
-174
729
$6K ﹤0.01%
+27
730
$6K ﹤0.01%
2,000
731
$6K ﹤0.01%
50
732
$6K ﹤0.01%
287
-499
733
$6K ﹤0.01%
400
-100
734
$6K ﹤0.01%
60
+54
735
$6K ﹤0.01%
1,035
736
$6K ﹤0.01%
441
737
$6K ﹤0.01%
21
738
$6K ﹤0.01%
27
739
$6K ﹤0.01%
275
740
$6K ﹤0.01%
325
741
$6K ﹤0.01%
109
742
$6K ﹤0.01%
136
743
$6K ﹤0.01%
200
744
$6K ﹤0.01%
100
745
$6K ﹤0.01%
290
746
$6K ﹤0.01%
100
747
$6K ﹤0.01%
10
748
$6K ﹤0.01%
535
749
$6K ﹤0.01%
50
750
$5K ﹤0.01%
344
-563
28 29
30
31 32