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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$3K ﹤0.01%
200
827
$3K ﹤0.01%
53
828
$3K ﹤0.01%
25
-117
829
$3K ﹤0.01%
20
830
$3K ﹤0.01%
34
831
$3K ﹤0.01%
150
832
$3K ﹤0.01%
22
833
$3K ﹤0.01%
61
-103
834
$3K ﹤0.01%
+125
835
$3K ﹤0.01%
200
836
$3K ﹤0.01%
4
837
$3K ﹤0.01%
100
838
$3K ﹤0.01%
300
839
$3K ﹤0.01%
210
840
$3K ﹤0.01%
46
841
$3K ﹤0.01%
50
842
$3K ﹤0.01%
86
843
$3K ﹤0.01%
94
-50
844
$3K ﹤0.01%
113
845
$3K ﹤0.01%
5
846
$2K ﹤0.01%
1,575
847
$2K ﹤0.01%
122
848
$2K ﹤0.01%
+95
849
$2K ﹤0.01%
164
850
$2K ﹤0.01%
25
32 33
34
35 36