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%
+36
877
$3K ﹤0.01%
+62
878
$3K ﹤0.01%
56
879
$3K ﹤0.01%
+268
880
$3K ﹤0.01%
+46
881
$3K ﹤0.01%
200
882
$3K ﹤0.01%
50
883
$3K ﹤0.01%
144
884
$3K ﹤0.01%
113
885
$3K ﹤0.01%
+311
886
$3K ﹤0.01%
35
887
$3K ﹤0.01%
500
888
$2K ﹤0.01%
300
-22,820
889
$2K ﹤0.01%
54
890
$2K ﹤0.01%
42
891
$2K ﹤0.01%
85
892
$2K ﹤0.01%
42
+1
893
$2K ﹤0.01%
90
894
$2K ﹤0.01%
38
-1,034
895
$2K ﹤0.01%
59
896
$2K ﹤0.01%
200
-5,000
897
$2K ﹤0.01%
95
898
$2K ﹤0.01%
55
899
$2K ﹤0.01%
122
900
$2K ﹤0.01%
98
34 35
36
37 38