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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
$137M
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$890K
2
+$798K
3
+$626K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$490K

Top Sells

1
+$14M
2
+$12.3M
3
+$9.98M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.46M
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$6.25M

Sector Composition

1 Technology 5.4%
2 Financials 5.4%
3 Healthcare 4.84%
4 Industrials 3.94%
5 Energy 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$5K ﹤0.01%
35
-5
777
$5K ﹤0.01%
358
778
$5K ﹤0.01%
60
779
$5K ﹤0.01%
76
780
$5K ﹤0.01%
144
781
$5K ﹤0.01%
+56
782
$4K ﹤0.01%
51
-18
783
$4K ﹤0.01%
50
784
$4K ﹤0.01%
153
+49
785
$4K ﹤0.01%
184
-39
786
$4K ﹤0.01%
40
787
$4K ﹤0.01%
260
788
$4K ﹤0.01%
87
789
$4K ﹤0.01%
574
790
$4K ﹤0.01%
26
-130
791
$4K ﹤0.01%
114
-90
792
$4K ﹤0.01%
235
793
$4K ﹤0.01%
128
+4
794
$4K ﹤0.01%
225
795
$4K ﹤0.01%
23
796
$4K ﹤0.01%
132
797
$4K ﹤0.01%
1,500
798
$4K ﹤0.01%
100
799
$4K ﹤0.01%
226
800
$4K ﹤0.01%
84
-18,155
30 31
32
33 34