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
826
$4K ﹤0.01%
106
+25
827
$4K ﹤0.01%
105
-897
828
$4K ﹤0.01%
87
-100
829
$4K ﹤0.01%
574
830
$4K ﹤0.01%
50
831
$4K ﹤0.01%
235
832
$4K ﹤0.01%
124
833
$4K ﹤0.01%
+77
834
$4K ﹤0.01%
76
+6
835
$4K ﹤0.01%
60
836
$4K ﹤0.01%
132
837
$4K ﹤0.01%
100
838
$4K ﹤0.01%
226
-500
839
$4K ﹤0.01%
159
840
$4K ﹤0.01%
277
841
$4K ﹤0.01%
143
842
$4K ﹤0.01%
239
843
$4K ﹤0.01%
4
844
$4K ﹤0.01%
300
845
$4K ﹤0.01%
103
+33
846
$4K ﹤0.01%
296
847
$4K ﹤0.01%
+52
848
$4K ﹤0.01%
+850
849
$4K ﹤0.01%
+500
850
$4K ﹤0.01%
+500
32 33
34
35 36