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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
$270M
AUM Growth
-$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,062
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.99M
3
+$8.88M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$6.29M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.04M

Top Sells

1
+$10.5M
2
+$9.7M
3
+$8.47M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.62M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$6.15M

Sector Composition

1 Financials 7.11%
2 Energy 3.92%
3 Healthcare 3.81%
4 Technology 3.23%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2K ﹤0.01%
54
877
$2K ﹤0.01%
63
878
$2K ﹤0.01%
30
879
$2K ﹤0.01%
30
-14
880
$2K ﹤0.01%
70
881
$2K ﹤0.01%
20
882
$2K ﹤0.01%
130
-1,120
883
$2K ﹤0.01%
114
884
$1K ﹤0.01%
20
885
$1K ﹤0.01%
+62
886
$1K ﹤0.01%
19
887
$1K ﹤0.01%
+13
888
$1K ﹤0.01%
+53
889
$1K ﹤0.01%
+18
890
$1K ﹤0.01%
21
891
$1K ﹤0.01%
400
+200
892
$1K ﹤0.01%
+76
893
$1K ﹤0.01%
29
894
– –
0
895
$1K ﹤0.01%
+33
896
$1K ﹤0.01%
+52
897
$1K ﹤0.01%
39
-461
898
$1K ﹤0.01%
+100
899
$1K ﹤0.01%
+100
900
$1K ﹤0.01%
+42
34 35
36
37 38