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

Top Buys

1
+$3.82M
2
+$3.63M
3
+$3.22M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.58M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$886K

Top Sells

1
+$3.83M
2
+$2.08M
3
+$1.76M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M

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%
173
852
$3K ﹤0.01%
53
853
$3K ﹤0.01%
700
854
$3K ﹤0.01%
79
855
$3K ﹤0.01%
+75
856
$3K ﹤0.01%
+103
857
$3K ﹤0.01%
34
-4,368
858
$3K ﹤0.01%
+216
859
$3K ﹤0.01%
10
-10
860
$3K ﹤0.01%
132
861
$3K ﹤0.01%
34
862
$3K ﹤0.01%
150
863
$3K ﹤0.01%
1,400
-100
864
$3K ﹤0.01%
22
865
$3K ﹤0.01%
100
866
$3K ﹤0.01%
226
867
$3K ﹤0.01%
200
868
$3K ﹤0.01%
+60
869
$3K ﹤0.01%
100
870
$3K ﹤0.01%
+100
871
$3K ﹤0.01%
300
872
$3K ﹤0.01%
+10
873
$3K ﹤0.01%
+36
874
$3K ﹤0.01%
+62
875
$3K ﹤0.01%
56
33 34
35
36 37