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

Top Buys

1
+$6.5M
2
+$6.42M
3
+$6.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.14M

Top Sells

1
+$8.48M
2
+$4.18M
3
+$4.08M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.98M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$3.51M

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%
+109
902
$3K ﹤0.01%
+36
903
$3K ﹤0.01%
70
904
$3K ﹤0.01%
640
905
$3K ﹤0.01%
66
906
$3K ﹤0.01%
62
907
$3K ﹤0.01%
910
908
$3K ﹤0.01%
112
909
$3K ﹤0.01%
100
910
$3K ﹤0.01%
560
911
$3K ﹤0.01%
+49
912
$3K ﹤0.01%
105
+1
913
$3K ﹤0.01%
66
914
$3K ﹤0.01%
63
915
$3K ﹤0.01%
84
916
$3K ﹤0.01%
23
917
$3K ﹤0.01%
+94
918
$3K ﹤0.01%
132
919
$3K ﹤0.01%
24
-171
920
$3K ﹤0.01%
24
921
$3K ﹤0.01%
+50
922
$3K ﹤0.01%
+130
923
$3K ﹤0.01%
+62
924
$3K ﹤0.01%
33
925
$3K ﹤0.01%
50
35 36
37
38 39