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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.63M
3
+$3.22M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.58M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$886K

Top Sells

1
+$3.83M
2
+$2.08M
3
+$1.76M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$2K ﹤0.01%
63
902
$2K ﹤0.01%
122
903
$2K ﹤0.01%
+74
904
$2K ﹤0.01%
25
905
$2K ﹤0.01%
+48
906
$2K ﹤0.01%
53
-286
907
$2K ﹤0.01%
38
-1,246
908
$2K ﹤0.01%
475
909
$2K ﹤0.01%
48
910
$2K ﹤0.01%
98
911
$2K ﹤0.01%
+20
912
$2K ﹤0.01%
+141
913
$2K ﹤0.01%
86
914
$2K ﹤0.01%
123
915
$2K ﹤0.01%
25
916
$2K ﹤0.01%
50
917
$2K ﹤0.01%
300
-22,820
918
$2K ﹤0.01%
+300
919
$2K ﹤0.01%
13
920
$2K ﹤0.01%
18
-42
921
$2K ﹤0.01%
400
922
$2K ﹤0.01%
60
923
$2K ﹤0.01%
114
924
$2K ﹤0.01%
59
925
$2K ﹤0.01%
12
-436
35 36
37
38 39