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
$274M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.78M
3
+$9.2M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$9.12M
5
ONEV icon
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
+$8.49M

Top Sells

1
+$6.14M
2
+$5.15M
3
+$4.93M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.41M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$3.36M

Sector Composition

1 Financials 6.4%
2 Technology 3.15%
3 Healthcare 2.59%
4 Energy 2.21%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
50
877
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+440
878
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+6
879
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4
880
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90
881
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25
-25
882
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883
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884
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20
885
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+87
886
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67
887
$1K ﹤0.01%
260
888
$1K ﹤0.01%
33
889
$1K ﹤0.01%
+21
890
$1K ﹤0.01%
46
+1
891
$1K ﹤0.01%
+200
892
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75
893
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7
894
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40
895
$1K ﹤0.01%
17
896
$1K ﹤0.01%
+7
897
– –
0
898
$1K ﹤0.01%
47
899
$1K ﹤0.01%
+38
900
$1K ﹤0.01%
3
34 35
36
37 38