AIM
Advantage Investment Management Portfolio holdings
AUM
$128M
1-Year Return
0.94%
This Quarter Return
+4.15%
1 Year Return
+0.94%
3 Year Return
+28.58%
5 Year Return
+40.76%
10 Year Return
–
AUM
$274M
AUM Growth
+$61.2M
(+29%)
Cap. Flow
+$53.7M
Cap. Flow
% of AUM
19.6%
Top 10 Holdings %
Top 10 Hldgs %
34.45%
Holding
1,015
New
124
Increased
259
Reduced
184
Closed
74
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$12.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$9.78M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$9.4M |
| 4 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$9.15M |
| 5 |
SPDR Russell 1000 Low Volatility ETF
ONEV
|
$8.44M |
Top Sells
Sector Composition
| 1 | Financials | 6.4% |
| 2 | Technology | 3.15% |
| 3 | Healthcare | 2.59% |
| 4 | Energy | 2.21% |
| 5 | Consumer Discretionary | 2.08% |
