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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2K ﹤0.01%
128
877
$2K ﹤0.01%
250
878
$2K ﹤0.01%
80
-191
879
$2K ﹤0.01%
89
880
$2K ﹤0.01%
82
881
$2K ﹤0.01%
254
+100
882
$2K ﹤0.01%
1,000
883
$2K ﹤0.01%
54
884
$2K ﹤0.01%
475
885
$1K ﹤0.01%
100
886
$1K ﹤0.01%
15
887
$1K ﹤0.01%
36
888
$1K ﹤0.01%
50
-200
889
$1K ﹤0.01%
24
890
$1K ﹤0.01%
32
891
$1K ﹤0.01%
30
892
$1K ﹤0.01%
440
893
$1K ﹤0.01%
114
-1
894
$1K ﹤0.01%
32
-138
895
$1K ﹤0.01%
29
896
$1K ﹤0.01%
160
897
$1K ﹤0.01%
236
898
$1K ﹤0.01%
260
899
$1K ﹤0.01%
6
-28
900
$1K ﹤0.01%
29
34 35
36
37 38