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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$2K ﹤0.01%
114
902
$2K ﹤0.01%
43
+14
903
$2K ﹤0.01%
100
904
$2K ﹤0.01%
56
905
$2K ﹤0.01%
52
906
$2K ﹤0.01%
+36
907
$2K ﹤0.01%
43
908
$2K ﹤0.01%
+31
909
$2K ﹤0.01%
12
910
– –
0
911
$2K ﹤0.01%
55
-5
912
$2K ﹤0.01%
+12
913
$2K ﹤0.01%
+45
914
$2K ﹤0.01%
42
915
$2K ﹤0.01%
910
916
$2K ﹤0.01%
112
917
$2K ﹤0.01%
440
918
$2K ﹤0.01%
85
919
$2K ﹤0.01%
40
920
$2K ﹤0.01%
100
921
$2K ﹤0.01%
17
-32,117
922
$2K ﹤0.01%
57
923
$2K ﹤0.01%
30
924
$2K ﹤0.01%
100
925
$2K ﹤0.01%
67
35 36
37
38 39