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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
+195
752
$3K ﹤0.01%
41
753
$3K ﹤0.01%
48
754
$3K ﹤0.01%
100
755
$3K ﹤0.01%
300
756
$3K ﹤0.01%
500
757
$3K ﹤0.01%
107
758
$3K ﹤0.01%
35
759
$3K ﹤0.01%
82
760
$3K ﹤0.01%
198
761
$3K ﹤0.01%
15
762
$3K ﹤0.01%
17
763
$3K ﹤0.01%
250
-250
764
$2K ﹤0.01%
26
765
$2K ﹤0.01%
+222
766
$2K ﹤0.01%
300
767
$2K ﹤0.01%
+174
768
$2K ﹤0.01%
17
769
$2K ﹤0.01%
100
770
$2K ﹤0.01%
60
771
$2K ﹤0.01%
67
772
$2K ﹤0.01%
+100
773
$2K ﹤0.01%
23
774
$2K ﹤0.01%
98
775
$2K ﹤0.01%
290
29 30
31
32 33