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
$307M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.79M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.34M

Top Sells

1
+$11M
2
+$8.52M
3
+$4.14M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.96M

Sector Composition

1 Financials 7.41%
2 Technology 4.46%
3 Communication Services 3.37%
4 Healthcare 3.28%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$6K ﹤0.01%
163
802
$6K ﹤0.01%
349
803
$6K ﹤0.01%
100
804
$5K ﹤0.01%
42
805
$5K ﹤0.01%
273
806
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190
807
$5K ﹤0.01%
45
808
$5K ﹤0.01%
574
809
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160
810
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150
811
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73
-56
812
$5K ﹤0.01%
114
813
$5K ﹤0.01%
235
814
$5K ﹤0.01%
119
815
$5K ﹤0.01%
20
816
$5K ﹤0.01%
57
+50
817
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1,200
+400
818
$5K ﹤0.01%
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819
$5K ﹤0.01%
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4
821
$5K ﹤0.01%
58
822
$5K ﹤0.01%
410
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823
$5K ﹤0.01%
200
824
$5K ﹤0.01%
30
-196
825
$5K ﹤0.01%
504
+4
31 32
33
34 35