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

Top Buys

1
+$890K
2
+$797K
3
+$645K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$496K

Top Sells

1
+$14M
2
+$12.5M
3
+$10.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.48M
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$6.42M

Sector Composition

1 Technology 5.4%
2 Financials 5.4%
3 Healthcare 4.84%
4 Industrials 3.94%
5 Energy 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$5K ﹤0.01%
250
-46
777
$5K ﹤0.01%
200
778
$5K ﹤0.01%
600
779
$5K ﹤0.01%
+56
780
$5K ﹤0.01%
35
-5
781
$5K ﹤0.01%
358
782
$4K ﹤0.01%
226
783
$4K ﹤0.01%
84
-18,155
784
$4K ﹤0.01%
200
785
$4K ﹤0.01%
+400
786
$4K ﹤0.01%
153
+49
787
$4K ﹤0.01%
40
788
$4K ﹤0.01%
260
789
$4K ﹤0.01%
87
790
$4K ﹤0.01%
574
791
$4K ﹤0.01%
26
-130
792
$4K ﹤0.01%
114
-90
793
$4K ﹤0.01%
235
794
$4K ﹤0.01%
128
+4
795
$4K ﹤0.01%
225
796
$4K ﹤0.01%
23
797
$4K ﹤0.01%
132
798
$4K ﹤0.01%
1,500
799
$4K ﹤0.01%
100
800
$4K ﹤0.01%
+130
30 31
32
33 34