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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
$270M
AUM Growth
-$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,062
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.99M
3
+$8.88M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$6.29M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.04M

Top Sells

1
+$10.5M
2
+$9.7M
3
+$8.47M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.62M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$6.15M

Sector Composition

1 Financials 7.11%
2 Energy 3.92%
3 Healthcare 3.81%
4 Technology 3.23%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$3K ﹤0.01%
50
802
$3K ﹤0.01%
84
803
$3K ﹤0.01%
910
804
$3K ﹤0.01%
100
-160
805
$3K ﹤0.01%
100
806
$3K ﹤0.01%
62
-317
807
$3K ﹤0.01%
+134
808
$3K ﹤0.01%
200
809
$3K ﹤0.01%
+47
810
$3K ﹤0.01%
30
811
$3K ﹤0.01%
63
812
$3K ﹤0.01%
84
813
$3K ﹤0.01%
417
+117
814
$3K ﹤0.01%
62
815
$3K ﹤0.01%
23
816
$3K ﹤0.01%
132
817
$3K ﹤0.01%
34
818
$3K ﹤0.01%
100
819
$3K ﹤0.01%
+100
820
$3K ﹤0.01%
86
821
$3K ﹤0.01%
+500
822
$3K ﹤0.01%
+200
823
$3K ﹤0.01%
+134
824
$3K ﹤0.01%
143
825
$3K ﹤0.01%
64
31 32
33
34 35