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%
+41
902
$3K ﹤0.01%
34
903
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22
904
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86
905
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+34
906
$3K ﹤0.01%
+206
907
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24
908
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+68
909
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52
910
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34
911
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+67
912
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913
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50
914
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65
+25
915
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+56
916
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33
917
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+18
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50
919
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640
920
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300
921
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82
-41
922
$3K ﹤0.01%
+71
923
$3K ﹤0.01%
200
924
$3K ﹤0.01%
30
-27
925
$3K ﹤0.01%
40
-1,744
35 36
37
38 39