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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$4K ﹤0.01%
+97
827
$4K ﹤0.01%
500
828
$4K ﹤0.01%
1,000
-1,000
829
$4K ﹤0.01%
500
830
$3K ﹤0.01%
66
831
$3K ﹤0.01%
49
832
$3K ﹤0.01%
+56
833
$3K ﹤0.01%
+200
834
$3K ﹤0.01%
200
835
$3K ﹤0.01%
+101
836
$3K ﹤0.01%
210
837
$3K ﹤0.01%
+95
838
$3K ﹤0.01%
167
839
$3K ﹤0.01%
114
+1
840
$3K ﹤0.01%
26
841
$3K ﹤0.01%
+35
842
$3K ﹤0.01%
+115
843
$3K ﹤0.01%
+65
844
$3K ﹤0.01%
173
845
$3K ﹤0.01%
53
846
$3K ﹤0.01%
700
847
$3K ﹤0.01%
79
848
$3K ﹤0.01%
+75
849
$3K ﹤0.01%
+216
850
$3K ﹤0.01%
10
-10
32 33
34
35 36