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
$307M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.9M
3
+$7M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.66M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.28M

Top Sells

1
+$10.7M
2
+$8.36M
3
+$4.07M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.88M

Sector Composition

1 Financials 7.41%
2 Technology 4.46%
3 Communication Services 3.37%
4 Healthcare 3.28%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$3K ﹤0.01%
84
902
$3K ﹤0.01%
+90
903
$3K ﹤0.01%
+59
904
$3K ﹤0.01%
62
905
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23
906
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98
907
$3K ﹤0.01%
+41
908
$3K ﹤0.01%
34
909
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22
910
$3K ﹤0.01%
86
911
$3K ﹤0.01%
+34
912
$3K ﹤0.01%
+206
913
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24
914
$3K ﹤0.01%
+68
915
$3K ﹤0.01%
52
916
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34
917
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50
918
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65
+25
919
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+56
920
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33
921
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+18
922
$3K ﹤0.01%
50
923
$3K ﹤0.01%
640
924
$3K ﹤0.01%
30
-27
925
$3K ﹤0.01%
40
-1,744
35 36
37
38 39