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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$4M
3
+$2.16M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.4M

Top Sells

1
+$6.26M
2
+$5.51M
3
+$5.07M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.99M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.93M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
1,500
877
$3K ﹤0.01%
22
878
$3K ﹤0.01%
25
879
$3K ﹤0.01%
300
880
$3K ﹤0.01%
200
881
$3K ﹤0.01%
42
882
$3K ﹤0.01%
100
883
$3K ﹤0.01%
120
884
$3K ﹤0.01%
20
885
$3K ﹤0.01%
50
886
$3K ﹤0.01%
33
887
$3K ﹤0.01%
50
888
$3K ﹤0.01%
104
889
$3K ﹤0.01%
600
890
$3K ﹤0.01%
300
891
$3K ﹤0.01%
82
892
$3K ﹤0.01%
71
893
$2K ﹤0.01%
42
894
$2K ﹤0.01%
910
895
$2K ﹤0.01%
112
896
$2K ﹤0.01%
440
897
$2K ﹤0.01%
85
898
$2K ﹤0.01%
40
899
$2K ﹤0.01%
150
900
$2K ﹤0.01%
100
34 35
36
37 38