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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2K ﹤0.01%
30
802
$2K ﹤0.01%
70
803
$2K ﹤0.01%
400
804
$2K ﹤0.01%
240
805
$2K ﹤0.01%
16,499
-200
806
$2K ﹤0.01%
24
807
$2K ﹤0.01%
1,700
808
$2K ﹤0.01%
500
809
$1K ﹤0.01%
47
810
$1K ﹤0.01%
175
811
$1K ﹤0.01%
3
812
$1K ﹤0.01%
100
813
$1K ﹤0.01%
20
814
$1K ﹤0.01%
+50
815
$1K ﹤0.01%
15
816
$1K ﹤0.01%
233
817
$1K ﹤0.01%
883
818
$1K ﹤0.01%
124
819
$1K ﹤0.01%
4
820
$1K ﹤0.01%
90
821
$1K ﹤0.01%
51
822
$1K ﹤0.01%
18
823
$1K ﹤0.01%
20
824
$1K ﹤0.01%
40
825
$1K ﹤0.01%
33
31 32
33
34 35