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
$307M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.79M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.34M

Top Sells

1
+$11M
2
+$8.52M
3
+$4.14M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.96M

Sector Composition

1 Financials 7.41%
2 Technology 4.46%
3 Communication Services 3.37%
4 Healthcare 3.28%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$8K ﹤0.01%
157
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752
$8K ﹤0.01%
1,456
753
$8K ﹤0.01%
1,000
-3,000
754
$8K ﹤0.01%
75
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755
$8K ﹤0.01%
200
756
$8K ﹤0.01%
533
757
$8K ﹤0.01%
241
-154
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$7K ﹤0.01%
177
759
$7K ﹤0.01%
200
760
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106
761
$7K ﹤0.01%
100
762
$7K ﹤0.01%
345
763
$7K ﹤0.01%
100
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764
$7K ﹤0.01%
300
765
$7K ﹤0.01%
75
766
$7K ﹤0.01%
38
767
$7K ﹤0.01%
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$7K ﹤0.01%
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769
$7K ﹤0.01%
55
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$7K ﹤0.01%
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$7K ﹤0.01%
300
772
$7K ﹤0.01%
210
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773
$7K ﹤0.01%
113
774
$7K ﹤0.01%
+150
775
$7K ﹤0.01%
50
29 30
31
32 33