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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
+103
877
$3K ﹤0.01%
34
-4,368
878
$3K ﹤0.01%
100
879
$3K ﹤0.01%
50
880
$3K ﹤0.01%
144
881
$3K ﹤0.01%
113
882
$3K ﹤0.01%
+311
883
$3K ﹤0.01%
25
-250
884
$3K ﹤0.01%
125
885
$3K ﹤0.01%
600
886
$3K ﹤0.01%
35
887
$3K ﹤0.01%
500
888
$2K ﹤0.01%
25
889
$2K ﹤0.01%
+48
890
$2K ﹤0.01%
53
-286
891
$2K ﹤0.01%
38
-1,246
892
$2K ﹤0.01%
48
893
$2K ﹤0.01%
86
894
$2K ﹤0.01%
123
895
$2K ﹤0.01%
25
896
$2K ﹤0.01%
300
-22,820
897
$2K ﹤0.01%
+300
898
$2K ﹤0.01%
13
899
$2K ﹤0.01%
18
-42
900
$2K ﹤0.01%
400
34 35
36
37 38