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

Top Buys

1
+$13M
2
+$11M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.79M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.34M

Top Sells

1
+$11M
2
+$8.52M
3
+$4.14M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.96M

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%
81
-91
902
$3K ﹤0.01%
112
903
$3K ﹤0.01%
100
904
$3K ﹤0.01%
560
905
$3K ﹤0.01%
21
906
$3K ﹤0.01%
41
-32
907
$3K ﹤0.01%
99
908
$3K ﹤0.01%
106
+1
909
$3K ﹤0.01%
66
910
$3K ﹤0.01%
63
911
$3K ﹤0.01%
84
912
$3K ﹤0.01%
+90
913
$3K ﹤0.01%
+59
914
$3K ﹤0.01%
+180
915
$3K ﹤0.01%
23
916
$3K ﹤0.01%
98
917
$3K ﹤0.01%
+41
918
$3K ﹤0.01%
34
919
$3K ﹤0.01%
22
920
$3K ﹤0.01%
86
921
$3K ﹤0.01%
+34
922
$3K ﹤0.01%
+206
923
$3K ﹤0.01%
24
924
$3K ﹤0.01%
+68
925
$3K ﹤0.01%
52
35 36
37
38 39