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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
$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%
+90
902
$3K ﹤0.01%
+59
903
$3K ﹤0.01%
62
904
$3K ﹤0.01%
+133
905
$3K ﹤0.01%
+180
906
$3K ﹤0.01%
23
907
$3K ﹤0.01%
98
908
$3K ﹤0.01%
+41
909
$3K ﹤0.01%
34
910
$3K ﹤0.01%
22
911
$3K ﹤0.01%
86
912
$3K ﹤0.01%
+206
913
$3K ﹤0.01%
24
914
$3K ﹤0.01%
+68
915
$3K ﹤0.01%
52
916
$3K ﹤0.01%
34
917
$3K ﹤0.01%
70
918
$3K ﹤0.01%
33
919
$3K ﹤0.01%
+18
920
$3K ﹤0.01%
300
921
$3K ﹤0.01%
82
-41
922
$3K ﹤0.01%
406
923
$3K ﹤0.01%
+71
924
$3K ﹤0.01%
200
925
$3K ﹤0.01%
66
35 36
37
38 39