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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$4K ﹤0.01%
550
852
$4K ﹤0.01%
40
853
$4K ﹤0.01%
424
854
$4K ﹤0.01%
358
855
$4K ﹤0.01%
99
856
$3K ﹤0.01%
1,500
857
$3K ﹤0.01%
22
858
$3K ﹤0.01%
25
859
$3K ﹤0.01%
300
860
$3K ﹤0.01%
200
861
$3K ﹤0.01%
42
862
$3K ﹤0.01%
100
863
$3K ﹤0.01%
66
864
$3K ﹤0.01%
260
865
$3K ﹤0.01%
31
866
$3K ﹤0.01%
99
867
$3K ﹤0.01%
110
+2
868
$3K ﹤0.01%
66
869
$3K ﹤0.01%
63
870
$3K ﹤0.01%
84
871
$3K ﹤0.01%
88
872
$3K ﹤0.01%
59
873
$3K ﹤0.01%
161
874
$3K ﹤0.01%
700
875
$3K ﹤0.01%
164
33 34
35
36 37