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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$6K ﹤0.01%
254
777
$6K ﹤0.01%
275
778
$6K ﹤0.01%
2
779
$6K ﹤0.01%
349
-152
780
$6K ﹤0.01%
130
-869
781
$6K ﹤0.01%
+100
782
$6K ﹤0.01%
1,500
783
$6K ﹤0.01%
326
784
$6K ﹤0.01%
500
785
$6K ﹤0.01%
125
786
$6K ﹤0.01%
250
787
$6K ﹤0.01%
95
788
$6K ﹤0.01%
1,000
789
$6K ﹤0.01%
200
790
$6K ﹤0.01%
154
-969
791
$6K ﹤0.01%
349
792
$6K ﹤0.01%
311
793
$5K ﹤0.01%
1,575
794
$5K ﹤0.01%
325
795
$5K ﹤0.01%
390
796
$5K ﹤0.01%
273
797
$5K ﹤0.01%
100
-25
798
$5K ﹤0.01%
2,000
799
$5K ﹤0.01%
45
800
$5K ﹤0.01%
500
30 31
32
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