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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$4K ﹤0.01%
226
802
$4K ﹤0.01%
27
803
$4K ﹤0.01%
148
804
$4K ﹤0.01%
50
-7
805
$4K ﹤0.01%
56
806
$4K ﹤0.01%
58
-237
807
$4K ﹤0.01%
200
808
$4K ﹤0.01%
600
809
$4K ﹤0.01%
850
810
$4K ﹤0.01%
125
811
$4K ﹤0.01%
1,000
812
$4K ﹤0.01%
130
+34
813
$4K ﹤0.01%
172
-278
814
$4K ﹤0.01%
204
815
$4K ﹤0.01%
600
816
$4K ﹤0.01%
35
817
$4K ﹤0.01%
142
818
$4K ﹤0.01%
101
819
$3K ﹤0.01%
66
820
$3K ﹤0.01%
34
-15
821
$3K ﹤0.01%
56
822
$3K ﹤0.01%
200
823
$3K ﹤0.01%
107
-171
824
$3K ﹤0.01%
+200
825
$3K ﹤0.01%
18
31 32
33
34 35