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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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.52M
3
+$2.49M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.17M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.02M

Top Sells

1
+$3.37M
2
+$2.84M
3
+$2.59M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$1.93M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-23
877
– –
-11
878
– –
-41
879
– –
-500
880
$0 ﹤0.01%
30
881
$0 ﹤0.01%
+500
882
– –
-2
883
– –
-13,313
884
$0 ﹤0.01%
6
885
– –
-117
886
– –
-287
887
– –
-237
888
$0 ﹤0.01%
20
889
– –
-3,210
890
– –
-204
891
– –
-1,999
892
– –
-5,171
893
– –
-5,788
894
$0 ﹤0.01%
260
895
– –
-300
896
$0 ﹤0.01%
3
897
$0 ﹤0.01%
7
898
– –
-1,029
899
– –
-1,500
900
$0 ﹤0.01%
+23
34 35
36
37 38