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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$4K ﹤0.01%
68
-117
777
$4K ﹤0.01%
28
778
$4K ﹤0.01%
260
779
$4K ﹤0.01%
433
-822
780
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200
781
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101
782
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100
-87
783
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14
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784
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116
+2
785
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26
786
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39
+4
787
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173
788
$4K ﹤0.01%
600
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789
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46
-82
790
$4K ﹤0.01%
125
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$4K ﹤0.01%
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122
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794
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795
$4K ﹤0.01%
216
796
$4K ﹤0.01%
98
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$4K ﹤0.01%
83
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798
$4K ﹤0.01%
42
-65
799
$4K ﹤0.01%
132
800
$4K ﹤0.01%
232
-366
30 31
32
33 34