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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

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%
101
752
$6K ﹤0.01%
132
-344
753
$6K ﹤0.01%
413
754
$6K ﹤0.01%
21
755
$6K ﹤0.01%
131
756
$6K ﹤0.01%
200
757
$6K ﹤0.01%
52
758
$6K ﹤0.01%
275
759
$6K ﹤0.01%
50
760
$6K ﹤0.01%
168
+13
761
$6K ﹤0.01%
109
762
$6K ﹤0.01%
597
+169
763
$6K ﹤0.01%
24
764
$6K ﹤0.01%
+696
765
$6K ﹤0.01%
600
766
$6K ﹤0.01%
100
767
$6K ﹤0.01%
201
+59
768
$6K ﹤0.01%
464
-440
769
$6K ﹤0.01%
+76
770
$6K ﹤0.01%
50
-50
771
$6K ﹤0.01%
600
+100
772
$6K ﹤0.01%
397
-697
773
$6K ﹤0.01%
150
774
$6K ﹤0.01%
62
775
$6K ﹤0.01%
271
+80
29 30
31
32 33