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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.53M
3
+$6.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.17M

Top Sells

1
+$8.64M
2
+$4.21M
3
+$4.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.55M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$5K ﹤0.01%
+178
827
$5K ﹤0.01%
83
828
$5K ﹤0.01%
55
+3
829
$5K ﹤0.01%
20
830
$5K ﹤0.01%
+190
831
$5K ﹤0.01%
125
832
$5K ﹤0.01%
1,000
833
$5K ﹤0.01%
+45
834
$5K ﹤0.01%
73
835
$5K ﹤0.01%
200
836
$5K ﹤0.01%
1,125
837
$5K ﹤0.01%
700
-150
838
$5K ﹤0.01%
574
839
$5K ﹤0.01%
+220
840
$5K ﹤0.01%
+258
841
$5K ﹤0.01%
300
+100
842
$5K ﹤0.01%
+100
843
$5K ﹤0.01%
238
844
$5K ﹤0.01%
+41
845
$5K ﹤0.01%
+58
846
$5K ﹤0.01%
200
847
$5K ﹤0.01%
+64
848
$5K ﹤0.01%
500
849
$5K ﹤0.01%
+127
850
$5K ﹤0.01%
+375
32 33
34
35 36