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

Top Buys

1
+$6.34M
2
+$4M
3
+$2.16M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.4M

Top Sells

1
+$6.26M
2
+$5.51M
3
+$5.07M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.99M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.93M

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%
66
857
$3K ﹤0.01%
260
858
$3K ﹤0.01%
31
859
$3K ﹤0.01%
99
860
$3K ﹤0.01%
110
+2
861
$3K ﹤0.01%
66
862
$3K ﹤0.01%
63
863
$3K ﹤0.01%
84
864
$3K ﹤0.01%
88
865
$3K ﹤0.01%
59
866
$3K ﹤0.01%
161
867
$3K ﹤0.01%
700
868
$3K ﹤0.01%
164
869
$3K ﹤0.01%
225
870
$3K ﹤0.01%
23
871
$3K ﹤0.01%
98
872
$3K ﹤0.01%
34
873
$3K ﹤0.01%
150
874
$3K ﹤0.01%
1,500
875
$3K ﹤0.01%
22
33 34
35
36 37