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
$154M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.01M
3
+$1.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.04M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$760K

Top Sells

1
+$783K
2
+$699K
3
+$676K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$590K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K

Sector Composition

1 Technology 5.67%
2 Healthcare 5.63%
3 Financials 5.46%
4 Industrials 4.55%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$6K ﹤0.01%
+81
827
$6K ﹤0.01%
250
828
$6K ﹤0.01%
125
829
$6K ﹤0.01%
200
830
$6K ﹤0.01%
142
-222
831
$6K ﹤0.01%
+210
832
$6K ﹤0.01%
77
833
$6K ﹤0.01%
325
834
$6K ﹤0.01%
210
835
$5K ﹤0.01%
72
836
$5K ﹤0.01%
110
-1,714
837
$5K ﹤0.01%
+822
838
$5K ﹤0.01%
+28
839
$5K ﹤0.01%
2,000
840
$5K ﹤0.01%
99
841
$5K ﹤0.01%
208
842
$5K ﹤0.01%
+150
843
$5K ﹤0.01%
700
844
$5K ﹤0.01%
131
845
$5K ﹤0.01%
100
846
$5K ﹤0.01%
+211
847
$5K ﹤0.01%
+600
848
$5K ﹤0.01%
208
-64
849
$5K ﹤0.01%
200
850
$5K ﹤0.01%
300
32 33
34
35 36