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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$3K ﹤0.01%
+101
852
$3K ﹤0.01%
210
853
$3K ﹤0.01%
+95
854
$3K ﹤0.01%
167
855
$3K ﹤0.01%
114
+1
856
$3K ﹤0.01%
+65
857
$3K ﹤0.01%
173
858
$3K ﹤0.01%
53
859
$3K ﹤0.01%
700
860
$3K ﹤0.01%
79
861
$3K ﹤0.01%
+75
862
$3K ﹤0.01%
+103
863
$3K ﹤0.01%
34
-4,368
864
$3K ﹤0.01%
+216
865
$3K ﹤0.01%
10
-10
866
$3K ﹤0.01%
132
867
$3K ﹤0.01%
34
868
$3K ﹤0.01%
150
869
$3K ﹤0.01%
1,400
-100
870
$3K ﹤0.01%
22
871
$3K ﹤0.01%
100
872
$3K ﹤0.01%
226
873
$3K ﹤0.01%
+100
874
$3K ﹤0.01%
300
875
$3K ﹤0.01%
+10
33 34
35
36 37