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
$137M
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$890K
2
+$797K
3
+$645K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$496K

Top Sells

1
+$14M
2
+$12.5M
3
+$10.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.48M
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$6.42M

Sector Composition

1 Technology 5.4%
2 Financials 5.4%
3 Healthcare 4.84%
4 Industrials 3.94%
5 Energy 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2K ﹤0.01%
60
877
$2K ﹤0.01%
114
878
$2K ﹤0.01%
52
-137
879
$2K ﹤0.01%
+58
880
$2K ﹤0.01%
65
-434
881
$2K ﹤0.01%
52
882
$2K ﹤0.01%
36
883
$2K ﹤0.01%
43
884
$2K ﹤0.01%
70
-33
885
$2K ﹤0.01%
100
886
$2K ﹤0.01%
12
887
$2K ﹤0.01%
27
-75
888
$2K ﹤0.01%
61
-88
889
$2K ﹤0.01%
52
-3
890
$2K ﹤0.01%
128
891
$2K ﹤0.01%
15
892
$2K ﹤0.01%
89
893
$2K ﹤0.01%
54
-100
894
$2K ﹤0.01%
50
895
$2K ﹤0.01%
12
+5
896
$1K ﹤0.01%
115
897
$1K ﹤0.01%
125
898
$1K ﹤0.01%
24
899
$1K ﹤0.01%
+5
900
$1K ﹤0.01%
240
34 35
36
37 38