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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
34
777
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100
778
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40
779
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20
780
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21
781
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+34
782
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318
783
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65
-250
784
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102
785
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40
786
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1,000
787
$2K ﹤0.01%
20
788
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50
-728
789
$2K ﹤0.01%
128
790
$2K ﹤0.01%
1
791
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4
792
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10
793
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49
794
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+35
795
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300
796
$2K ﹤0.01%
100
797
$2K ﹤0.01%
300
798
$2K ﹤0.01%
87
799
$2K ﹤0.01%
75
800
$2K ﹤0.01%
500
30 31
32
33 34