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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.53M
3
+$6.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.17M

Top Sells

1
+$8.64M
2
+$4.21M
3
+$4.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.55M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$8K ﹤0.01%
+420
752
$8K ﹤0.01%
170
+20
753
$8K ﹤0.01%
600
754
$8K ﹤0.01%
300
755
$8K ﹤0.01%
+200
756
$8K ﹤0.01%
+300
757
$8K ﹤0.01%
326
758
$8K ﹤0.01%
100
759
$8K ﹤0.01%
52
760
$8K ﹤0.01%
+400
761
$8K ﹤0.01%
179
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762
$8K ﹤0.01%
533
763
$8K ﹤0.01%
+947
764
$7K ﹤0.01%
100
765
$7K ﹤0.01%
345
766
$7K ﹤0.01%
391
767
$7K ﹤0.01%
75
768
$7K ﹤0.01%
425
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769
$7K ﹤0.01%
250
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770
$7K ﹤0.01%
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771
$7K ﹤0.01%
61
772
$7K ﹤0.01%
156
773
$7K ﹤0.01%
300
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774
$7K ﹤0.01%
111
-570
775
$7K ﹤0.01%
521
+24
29 30
31
32 33