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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
123
827
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25
828
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35
829
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43
830
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7
831
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75
832
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8
-20
833
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17
834
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22
835
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2
836
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837
$1K ﹤0.01%
13
838
$1K ﹤0.01%
54
839
$1K ﹤0.01%
11
840
$1K ﹤0.01%
68
841
$1K ﹤0.01%
+87
842
$1K ﹤0.01%
52
843
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43
844
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12
845
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30
-125
846
$1K ﹤0.01%
20
847
$1K ﹤0.01%
40
848
$1K ﹤0.01%
50
849
$1K ﹤0.01%
15
850
$1K ﹤0.01%
+14
32 33
34
35 36