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
$307M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.79M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.34M

Top Sells

1
+$11M
2
+$8.52M
3
+$4.14M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.96M

Sector Composition

1 Financials 7.41%
2 Technology 4.46%
3 Communication Services 3.37%
4 Healthcare 3.28%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$4K ﹤0.01%
132
877
$4K ﹤0.01%
24
878
$3K ﹤0.01%
66
879
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31
880
$3K ﹤0.01%
62
881
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+133
882
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883
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50
884
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+25
885
$3K ﹤0.01%
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886
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33
887
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888
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50
889
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640
890
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300
891
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82
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892
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895
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30
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40
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$3K ﹤0.01%
100
898
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33
899
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19
+7
900
$3K ﹤0.01%
62
34 35
36
37 38