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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$5K ﹤0.01%
100
752
$5K ﹤0.01%
206
753
$5K ﹤0.01%
100
-51
754
$5K ﹤0.01%
250
755
$5K ﹤0.01%
133
756
$5K ﹤0.01%
300
757
$5K ﹤0.01%
210
758
$5K ﹤0.01%
+213
759
$5K ﹤0.01%
100
760
$5K ﹤0.01%
40
-5
761
$5K ﹤0.01%
10
762
$5K ﹤0.01%
74
-127
763
$5K ﹤0.01%
51
-87
764
$5K ﹤0.01%
201
765
$5K ﹤0.01%
93
-151
766
$5K ﹤0.01%
82
+22
767
$5K ﹤0.01%
250
-1,000
768
$5K ﹤0.01%
142
-215
769
$5K ﹤0.01%
179
770
$5K ﹤0.01%
+1,000
771
$5K ﹤0.01%
500
772
$5K ﹤0.01%
92
-42
773
$5K ﹤0.01%
400
774
$4K ﹤0.01%
142
775
$4K ﹤0.01%
+131
29 30
31
32 33