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
751
$6K ﹤0.01%
500
752
$6K ﹤0.01%
101
753
$6K ﹤0.01%
132
-344
754
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441
755
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413
756
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757
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758
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759
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52
760
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50
761
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168
+13
762
$6K ﹤0.01%
109
763
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597
+169
764
$6K ﹤0.01%
24
765
$6K ﹤0.01%
+696
766
$6K ﹤0.01%
600
767
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100
768
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201
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769
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464
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770
$6K ﹤0.01%
+188
771
$6K ﹤0.01%
+76
772
$6K ﹤0.01%
50
-50
773
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600
+100
774
$6K ﹤0.01%
397
-697
775
$6K ﹤0.01%
150
29 30
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