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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2K ﹤0.01%
94
-109
852
$2K ﹤0.01%
53
853
$2K ﹤0.01%
42
854
$2K ﹤0.01%
80
-320
855
$2K ﹤0.01%
112
856
$2K ﹤0.01%
43
+1
857
$2K ﹤0.01%
90
858
$2K ﹤0.01%
59
859
$2K ﹤0.01%
75
-20
860
$2K ﹤0.01%
63
861
$2K ﹤0.01%
55
862
$2K ﹤0.01%
38
863
$2K ﹤0.01%
48
864
$2K ﹤0.01%
98
865
$2K ﹤0.01%
900
-500
866
$2K ﹤0.01%
386
+373
867
$2K ﹤0.01%
86
868
$2K ﹤0.01%
50
869
$2K ﹤0.01%
300
870
$2K ﹤0.01%
13
871
$2K ﹤0.01%
400
872
$2K ﹤0.01%
60
873
$2K ﹤0.01%
169
-428
874
$2K ﹤0.01%
59
875
$2K ﹤0.01%
12
33 34
35
36 37