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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$6K ﹤0.01%
117
777
$6K ﹤0.01%
50
-45
778
$6K ﹤0.01%
441
779
$5K ﹤0.01%
72
780
$5K ﹤0.01%
+85
781
$5K ﹤0.01%
400
782
$5K ﹤0.01%
3,000
783
$5K ﹤0.01%
+94
784
$5K ﹤0.01%
79
785
$5K ﹤0.01%
1,035
786
$5K ﹤0.01%
27
787
$5K ﹤0.01%
+219
788
$5K ﹤0.01%
+98
789
$5K ﹤0.01%
+74
790
$5K ﹤0.01%
201
791
$5K ﹤0.01%
136
792
$5K ﹤0.01%
200
793
$5K ﹤0.01%
200
794
$5K ﹤0.01%
+788
795
$5K ﹤0.01%
1,500
796
$5K ﹤0.01%
150
-50
797
$5K ﹤0.01%
179
798
$5K ﹤0.01%
300
799
$5K ﹤0.01%
338
800
$5K ﹤0.01%
+342
30 31
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