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
$154M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.01M
3
+$1.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.04M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$760K

Top Sells

1
+$783K
2
+$699K
3
+$676K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$590K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K

Sector Composition

1 Technology 5.67%
2 Healthcare 5.63%
3 Financials 5.46%
4 Industrials 4.55%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$3K ﹤0.01%
424
902
$3K ﹤0.01%
828
-13,196
903
$3K ﹤0.01%
79
-863
904
$3K ﹤0.01%
+133
905
$3K ﹤0.01%
66
906
$3K ﹤0.01%
+49
907
$3K ﹤0.01%
260
908
$3K ﹤0.01%
41
909
$3K ﹤0.01%
95
910
$3K ﹤0.01%
+53
911
$3K ﹤0.01%
+56
912
$3K ﹤0.01%
98
913
$3K ﹤0.01%
24
+4
914
$3K ﹤0.01%
34
915
$3K ﹤0.01%
150
916
$3K ﹤0.01%
1,500
917
$3K ﹤0.01%
22
918
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919
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123
-687
920
$3K ﹤0.01%
143
921
$3K ﹤0.01%
100
-30
922
$3K ﹤0.01%
+59
923
$3K ﹤0.01%
91
+76
924
$3K ﹤0.01%
144
925
$3K ﹤0.01%
113
-40
35 36
37
38 39