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AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.52M
3
+$2.49M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.17M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.02M

Top Sells

1
+$3.37M
2
+$2.84M
3
+$2.59M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$1.93M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1K ﹤0.01%
+14
852
$1K ﹤0.01%
75
853
$1K ﹤0.01%
30
854
$1K ﹤0.01%
13
855
$1K ﹤0.01%
28
856
$1K ﹤0.01%
500
857
$1K ﹤0.01%
97
858
$1K ﹤0.01%
354
859
$1K ﹤0.01%
38
860
– –
-877
861
– –
-500
862
– –
-3,600
863
– –
-5,850
864
$0 ﹤0.01%
11
865
$0 ﹤0.01%
1
866
$0 ﹤0.01%
13
867
– –
-1,000
868
– –
-250
869
– –
-700
870
– –
-42
871
– –
0
872
$0 ﹤0.01%
4
873
– –
-4,180
874
$0 ﹤0.01%
17
875
– –
-400
33 34
35
36 37