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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.53M
3
+$6.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.17M

Top Sells

1
+$8.64M
2
+$4.21M
3
+$4.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.55M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$5K ﹤0.01%
45
-150
852
$5K ﹤0.01%
50
853
$5K ﹤0.01%
123
+41
854
$5K ﹤0.01%
200
855
$5K ﹤0.01%
358
856
$5K ﹤0.01%
+47
857
$5K ﹤0.01%
15
858
$4K ﹤0.01%
+185
859
$4K ﹤0.01%
114
860
$4K ﹤0.01%
235
861
$4K ﹤0.01%
21
862
$4K ﹤0.01%
124
+2
863
$4K ﹤0.01%
125
864
$4K ﹤0.01%
550
865
$4K ﹤0.01%
800
866
$4K ﹤0.01%
40
867
$4K ﹤0.01%
300
868
$4K ﹤0.01%
100
869
$4K ﹤0.01%
+42
870
$4K ﹤0.01%
260
871
$4K ﹤0.01%
+21
872
$4K ﹤0.01%
1,500
873
$4K ﹤0.01%
99
874
$4K ﹤0.01%
131
875
$4K ﹤0.01%
70
33 34
35
36 37