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
$274M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.78M
3
+$9.2M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$9.12M
5
ONEV icon
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
+$8.49M

Top Sells

1
+$6.14M
2
+$5.15M
3
+$4.93M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.41M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$3.36M

Sector Composition

1 Financials 6.4%
2 Technology 3.15%
3 Healthcare 2.59%
4 Energy 2.21%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$3K ﹤0.01%
24
-400
802
$3K ﹤0.01%
100
803
$3K ﹤0.01%
70
804
$3K ﹤0.01%
+50
805
$3K ﹤0.01%
33
806
$3K ﹤0.01%
300
807
$3K ﹤0.01%
184
808
$3K ﹤0.01%
50
809
$3K ﹤0.01%
35
810
$3K ﹤0.01%
82
811
$3K ﹤0.01%
63
812
$3K ﹤0.01%
80
813
$3K ﹤0.01%
44
814
$2K ﹤0.01%
+114
815
$2K ﹤0.01%
50
816
$2K ﹤0.01%
49
817
$2K ﹤0.01%
15
818
$2K ﹤0.01%
300
819
$2K ﹤0.01%
300
820
$2K ﹤0.01%
500
821
$2K ﹤0.01%
30
822
$2K ﹤0.01%
86
823
$2K ﹤0.01%
300
824
$2K ﹤0.01%
81
825
$2K ﹤0.01%
+500
31 32
33
34 35