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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$5K ﹤0.01%
150
802
$5K ﹤0.01%
73
803
$5K ﹤0.01%
131
804
$5K ﹤0.01%
+115
805
$5K ﹤0.01%
100
806
$5K ﹤0.01%
50
-7
807
$5K ﹤0.01%
+2,000
808
$5K ﹤0.01%
200
809
$5K ﹤0.01%
141
-79
810
$5K ﹤0.01%
24
811
$5K ﹤0.01%
410
812
$5K ﹤0.01%
510
+2
813
$5K ﹤0.01%
149
+88
814
$5K ﹤0.01%
+200
815
$5K ﹤0.01%
500
816
$5K ﹤0.01%
223
+39
817
$5K ﹤0.01%
538
-14
818
$5K ﹤0.01%
191
819
$5K ﹤0.01%
338
820
$5K ﹤0.01%
+180
821
$5K ﹤0.01%
300
822
$5K ﹤0.01%
+182
823
$4K ﹤0.01%
115
824
$4K ﹤0.01%
40
+10
825
$4K ﹤0.01%
62
31 32
33
34 35