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
$274M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.78M
3
+$9.4M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$9.15M
5
ONEV icon
SPDR Russell 1000 Low Volatility ETF
ONEV
+$8.44M

Top Sells

1
+$5.95M
2
+$5.11M
3
+$5.04M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$3.36M
5
QCOM icon
Qualcomm
QCOM
+$3.31M

Sector Composition

1 Financials 6.4%
2 Technology 3.15%
3 Healthcare 2.59%
4 Energy 2.21%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2K ﹤0.01%
300
852
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500
853
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30
854
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855
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38
856
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33
857
$1K ﹤0.01%
+20
858
$1K ﹤0.01%
+118
859
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50
860
$1K ﹤0.01%
4
861
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90
862
$1K ﹤0.01%
25
-25
863
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18
864
$1K ﹤0.01%
+6
865
$1K ﹤0.01%
19
866
$1K ﹤0.01%
20
867
$1K ﹤0.01%
+87
868
$1K ﹤0.01%
67
869
$1K ﹤0.01%
260
870
$1K ﹤0.01%
26
-531
871
$1K ﹤0.01%
1
872
$1K ﹤0.01%
+2,000
873
$1K ﹤0.01%
+7
874
$1K ﹤0.01%
1
875
$1K ﹤0.01%
47
33 34
35
36 37