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

Top Buys

1
+$3.82M
2
+$3.63M
3
+$3.22M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.58M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$886K

Top Sells

1
+$3.83M
2
+$2.08M
3
+$1.76M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M

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%
62
777
$6K ﹤0.01%
271
+80
778
$6K ﹤0.01%
117
779
$5K ﹤0.01%
+788
780
$5K ﹤0.01%
338
781
$5K ﹤0.01%
72
782
$5K ﹤0.01%
+85
783
$5K ﹤0.01%
400
784
$5K ﹤0.01%
3,000
785
$5K ﹤0.01%
+94
786
$5K ﹤0.01%
300
787
$5K ﹤0.01%
79
788
$5K ﹤0.01%
1,035
789
$5K ﹤0.01%
27
790
$5K ﹤0.01%
+219
791
$5K ﹤0.01%
+98
792
$5K ﹤0.01%
+74
793
$5K ﹤0.01%
201
794
$5K ﹤0.01%
136
795
$5K ﹤0.01%
200
796
$5K ﹤0.01%
200
797
$5K ﹤0.01%
1,500
798
$5K ﹤0.01%
150
-50
799
$5K ﹤0.01%
179
800
$5K ﹤0.01%
+342
30 31
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