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

Top Buys

1
+$3.82M
2
+$3.63M
3
+$3.22M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.58M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$886K

Top Sells

1
+$3.83M
2
+$2.08M
3
+$1.76M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M

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%
+268
877
$3K ﹤0.01%
+46
878
$3K ﹤0.01%
200
879
$3K ﹤0.01%
50
880
$3K ﹤0.01%
25
-250
881
$3K ﹤0.01%
125
882
$3K ﹤0.01%
+75
883
$3K ﹤0.01%
600
884
$3K ﹤0.01%
35
885
$3K ﹤0.01%
500
886
$3K ﹤0.01%
28
+6
887
$3K ﹤0.01%
1,575
888
$2K ﹤0.01%
164
889
$2K ﹤0.01%
+207
890
$2K ﹤0.01%
36
891
$2K ﹤0.01%
210
892
$2K ﹤0.01%
42
893
$2K ﹤0.01%
+60
894
$2K ﹤0.01%
85
895
$2K ﹤0.01%
42
+1
896
$2K ﹤0.01%
90
897
$2K ﹤0.01%
38
-1,034
898
$2K ﹤0.01%
59
899
$2K ﹤0.01%
200
-5,000
900
$2K ﹤0.01%
95
34 35
36
37 38