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

Top Buys

1
+$12.8M
2
+$10.9M
3
+$7M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.66M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.28M

Top Sells

1
+$10.7M
2
+$8.36M
3
+$4.07M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.88M

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%
311
877
$4K ﹤0.01%
+61
878
$3K ﹤0.01%
+67
879
$3K ﹤0.01%
70
880
$3K ﹤0.01%
+133
881
$3K ﹤0.01%
+180
882
$3K ﹤0.01%
300
883
$3K ﹤0.01%
82
-41
884
$3K ﹤0.01%
406
885
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+71
886
$3K ﹤0.01%
200
887
$3K ﹤0.01%
66
888
$3K ﹤0.01%
19
+7
889
$3K ﹤0.01%
62
890
$3K ﹤0.01%
81
-91
891
$3K ﹤0.01%
112
892
$3K ﹤0.01%
100
893
$3K ﹤0.01%
560
894
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21
895
$3K ﹤0.01%
41
-32
896
$3K ﹤0.01%
31
897
$3K ﹤0.01%
99
898
$3K ﹤0.01%
106
+1
899
$3K ﹤0.01%
66
900
$3K ﹤0.01%
63
34 35
36
37 38