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%
318
777
$2K ﹤0.01%
65
-250
778
$2K ﹤0.01%
102
779
$2K ﹤0.01%
36
780
$2K ﹤0.01%
1,000
781
$2K ﹤0.01%
1
782
$2K ﹤0.01%
4
783
$2K ﹤0.01%
10
784
$2K ﹤0.01%
49
785
$2K ﹤0.01%
+35
786
$2K ﹤0.01%
300
787
$2K ﹤0.01%
100
788
$2K ﹤0.01%
300
789
$2K ﹤0.01%
400
790
$2K ﹤0.01%
240
791
$2K ﹤0.01%
16,499
-200
792
$2K ﹤0.01%
24
793
$2K ﹤0.01%
1,700
794
$2K ﹤0.01%
500
795
$2K ﹤0.01%
26
796
$2K ﹤0.01%
+222
797
$2K ﹤0.01%
34
798
$2K ﹤0.01%
100
799
$2K ﹤0.01%
40
800
$2K ﹤0.01%
20
30 31
32
33 34