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
$137M
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$890K
2
+$797K
3
+$645K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$496K

Top Sells

1
+$14M
2
+$12.5M
3
+$10.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.48M
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$6.42M

Sector Composition

1 Technology 5.4%
2 Financials 5.4%
3 Healthcare 4.84%
4 Industrials 3.94%
5 Energy 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1K ﹤0.01%
64
-209
902
$1K ﹤0.01%
440
903
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115
904
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125
905
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24
906
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907
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32
-791
908
$1K ﹤0.01%
29
-1,100
909
$1K ﹤0.01%
6
910
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19
911
$1K ﹤0.01%
20
912
$1K ﹤0.01%
260
913
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28
-251
914
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16
-116
915
$1K ﹤0.01%
+10
916
$1K ﹤0.01%
5
917
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2
918
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919
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45
920
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68
-281
921
$1K ﹤0.01%
12
922
$1K ﹤0.01%
10
923
$1K ﹤0.01%
+39
924
$1K ﹤0.01%
17
925
$1K ﹤0.01%
10
35 36
37
38 39