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
$307M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.9M
3
+$7M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.66M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.28M

Top Sells

1
+$10.7M
2
+$8.36M
3
+$4.07M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.88M

Sector Composition

1 Financials 7.41%
2 Technology 4.46%
3 Communication Services 3.37%
4 Healthcare 3.28%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$7K ﹤0.01%
362
777
$7K ﹤0.01%
+124
778
$7K ﹤0.01%
251
+195
779
$6K ﹤0.01%
125
780
$6K ﹤0.01%
391
781
$6K ﹤0.01%
39
+25
782
$6K ﹤0.01%
200
783
$6K ﹤0.01%
2,000
784
$6K ﹤0.01%
200
785
$6K ﹤0.01%
600
-100
786
$6K ﹤0.01%
400
-25
787
$6K ﹤0.01%
500
788
$6K ﹤0.01%
50
789
$6K ﹤0.01%
200
790
$6K ﹤0.01%
238
791
$6K ﹤0.01%
76
-61
792
$6K ﹤0.01%
85
793
$6K ﹤0.01%
61
-55
794
$6K ﹤0.01%
521
795
$6K ﹤0.01%
300
796
$6K ﹤0.01%
230
-221
797
$6K ﹤0.01%
334
-24,745
798
$6K ﹤0.01%
91
799
$6K ﹤0.01%
396
800
$6K ﹤0.01%
1,500
30 31
32
33 34