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

Top Buys

1
+$6.56M
2
+$6.53M
3
+$6.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.17M

Top Sells

1
+$8.64M
2
+$4.21M
3
+$4.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.55M

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%
100
877
$4K ﹤0.01%
+60
878
$4K ﹤0.01%
300
879
$4K ﹤0.01%
+92
880
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130
+95
881
$4K ﹤0.01%
200
882
$4K ﹤0.01%
79
-427
883
$4K ﹤0.01%
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884
$4K ﹤0.01%
+64
885
$4K ﹤0.01%
51
886
$4K ﹤0.01%
+30
887
$4K ﹤0.01%
78
+35
888
$4K ﹤0.01%
+60
889
$4K ﹤0.01%
+157
890
$4K ﹤0.01%
500
891
$4K ﹤0.01%
184
892
$4K ﹤0.01%
+27
893
$4K ﹤0.01%
200
894
$4K ﹤0.01%
57
+27
895
$4K ﹤0.01%
160
896
$3K ﹤0.01%
105
+1
897
$3K ﹤0.01%
66
898
$3K ﹤0.01%
63
899
$3K ﹤0.01%
84
900
$3K ﹤0.01%
+111
34 35
36
37 38