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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.53M
3
+$6.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.17M

Top Sells

1
+$8.64M
2
+$4.21M
3
+$4.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.55M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$3K ﹤0.01%
62
902
$3K ﹤0.01%
70
903
$3K ﹤0.01%
+50
904
$3K ﹤0.01%
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905
$3K ﹤0.01%
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906
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33
907
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50
908
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909
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62
910
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910
911
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112
912
$3K ﹤0.01%
100
913
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560
914
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31
+1
915
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+49
916
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+176
917
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54
+47
918
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919
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+36
920
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23
921
$3K ﹤0.01%
+94
922
$3K ﹤0.01%
132
923
$3K ﹤0.01%
34
924
$3K ﹤0.01%
22
925
$3K ﹤0.01%
86
35 36
37
38 39