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
$137M
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$890K
2
+$797K
3
+$645K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$496K

Top Sells

1
+$14M
2
+$12.5M
3
+$10.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.48M
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$6.42M

Sector Composition

1 Technology 5.4%
2 Financials 5.4%
3 Healthcare 4.84%
4 Industrials 3.94%
5 Energy 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2K ﹤0.01%
100
852
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67
853
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31
854
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25
855
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42
856
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81
-25
857
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910
858
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112
859
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85
860
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+50
861
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150
862
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90
863
$2K ﹤0.01%
100
864
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17
865
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57
866
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30
867
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+54
868
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48
869
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40
870
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20
-60
871
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36
872
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7
873
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75
874
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50
875
$2K ﹤0.01%
20
-127
33 34
35
36 37