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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.53M
3
+$6.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.17M

Top Sells

1
+$8.64M
2
+$4.21M
3
+$4.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.55M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$7K ﹤0.01%
300
777
$7K ﹤0.01%
300
778
$7K ﹤0.01%
+101
779
$7K ﹤0.01%
91
780
$7K ﹤0.01%
106
781
$7K ﹤0.01%
50
-50
782
$7K ﹤0.01%
597
783
$7K ﹤0.01%
362
+16
784
$7K ﹤0.01%
424
785
$7K ﹤0.01%
400
786
$7K ﹤0.01%
23
-50
787
$6K ﹤0.01%
200
788
$6K ﹤0.01%
+114
789
$6K ﹤0.01%
4
790
$6K ﹤0.01%
273
791
$6K ﹤0.01%
340
+72
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$6K ﹤0.01%
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793
$6K ﹤0.01%
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794
$6K ﹤0.01%
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795
$6K ﹤0.01%
300
796
$6K ﹤0.01%
38
797
$6K ﹤0.01%
100
-600
798
$6K ﹤0.01%
160
799
$6K ﹤0.01%
150
800
$6K ﹤0.01%
83
+53
30 31
32
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