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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$6.42M
3
+$6.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.14M

Top Sells

1
+$8.48M
2
+$4.18M
3
+$4.08M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.98M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$3.51M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$4K ﹤0.01%
79
-427
877
$4K ﹤0.01%
+56
878
$4K ﹤0.01%
+64
879
$4K ﹤0.01%
51
880
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+30
881
$4K ﹤0.01%
78
+35
882
$4K ﹤0.01%
+60
883
$4K ﹤0.01%
+157
884
$4K ﹤0.01%
500
885
$4K ﹤0.01%
184
886
$4K ﹤0.01%
125
887
$4K ﹤0.01%
550
888
$4K ﹤0.01%
800
889
$4K ﹤0.01%
40
890
$4K ﹤0.01%
300
891
$4K ﹤0.01%
100
892
$4K ﹤0.01%
+27
893
$4K ﹤0.01%
200
894
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57
+27
895
$4K ﹤0.01%
160
896
$3K ﹤0.01%
640
897
$3K ﹤0.01%
24
898
$3K ﹤0.01%
31
+1
899
$3K ﹤0.01%
+49
900
$3K ﹤0.01%
105
+1
34 35
36
37 38