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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$5K ﹤0.01%
201
802
$5K ﹤0.01%
300
803
$4K ﹤0.01%
142
804
$4K ﹤0.01%
100
-200
805
$4K ﹤0.01%
+206
806
$4K ﹤0.01%
250
807
$4K ﹤0.01%
133
808
$4K ﹤0.01%
78
809
$4K ﹤0.01%
90
+15
810
$4K ﹤0.01%
128
-125
811
$4K ﹤0.01%
100
812
$4K ﹤0.01%
45
-156
813
$4K ﹤0.01%
+104
814
$4K ﹤0.01%
325
815
$4K ﹤0.01%
255
816
$4K ﹤0.01%
4
817
$4K ﹤0.01%
290
+140
818
$4K ﹤0.01%
204
819
$4K ﹤0.01%
400
820
$4K ﹤0.01%
+27
821
$4K ﹤0.01%
57
822
$4K ﹤0.01%
+203
823
$4K ﹤0.01%
148
824
$4K ﹤0.01%
101
825
$4K ﹤0.01%
250
31 32
33
34 35