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
$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
+$9.4M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$9.15M
5
ONEV icon
SPDR Russell 1000 Low Volatility ETF
ONEV
+$8.44M

Top Sells

1
+$5.95M
2
+$5.11M
3
+$5.04M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$3.36M
5
QCOM icon
Qualcomm
QCOM
+$3.31M

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%
+38
877
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3
878
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500
879
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+15
880
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64
881
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882
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500
883
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+7
884
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30
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885
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13
886
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+10
887
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6
888
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889
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54
-33
890
$1K ﹤0.01%
30
891
$1K ﹤0.01%
+440
892
$1K ﹤0.01%
+6
893
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894
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895
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896
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46
+1
897
$1K ﹤0.01%
+200
898
$1K ﹤0.01%
75
899
$1K ﹤0.01%
7
900
$1K ﹤0.01%
40
34 35
36
37 38