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AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
-$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,062
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.99M
3
+$8.88M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$6.29M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.04M

Top Sells

1
+$10.5M
2
+$9.7M
3
+$8.47M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.62M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$6.15M

Sector Composition

1 Financials 7.11%
2 Energy 3.92%
3 Healthcare 3.81%
4 Technology 3.23%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$4K ﹤0.01%
5,000
+3,000
777
$4K ﹤0.01%
51
778
$4K ﹤0.01%
200
-300
779
$4K ﹤0.01%
+117
780
$4K ﹤0.01%
84
781
$4K ﹤0.01%
100
782
$4K ﹤0.01%
160
783
$4K ﹤0.01%
125
784
$4K ﹤0.01%
116
785
$4K ﹤0.01%
200
786
$4K ﹤0.01%
574
787
$4K ﹤0.01%
46
788
$4K ﹤0.01%
73
789
$4K ﹤0.01%
119
790
$4K ﹤0.01%
70
+50
791
$4K ﹤0.01%
5
+4
792
$4K ﹤0.01%
184
793
$4K ﹤0.01%
344
-4,006
794
– –
0
795
$3K ﹤0.01%
37
-115
796
$3K ﹤0.01%
+203
797
$3K ﹤0.01%
103
-8
798
$3K ﹤0.01%
122
799
$3K ﹤0.01%
29
800
$3K ﹤0.01%
4
30 31
32
33 34