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

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

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%
60
902
$2K ﹤0.01%
114
903
$2K ﹤0.01%
59
904
$2K ﹤0.01%
+207
905
$2K ﹤0.01%
600
906
$2K ﹤0.01%
85
907
$2K ﹤0.01%
42
+1
908
$2K ﹤0.01%
90
909
$2K ﹤0.01%
38
-1,034
910
$2K ﹤0.01%
59
911
$2K ﹤0.01%
55
912
$2K ﹤0.01%
122
913
$2K ﹤0.01%
98
914
$2K ﹤0.01%
+20
915
$2K ﹤0.01%
89
916
$2K ﹤0.01%
424
917
$2K ﹤0.01%
71
918
$2K ﹤0.01%
1,000
919
$2K ﹤0.01%
+215
920
$2K ﹤0.01%
475
921
$2K ﹤0.01%
42
922
$2K ﹤0.01%
+60
923
$2K ﹤0.01%
200
-5,000
924
$2K ﹤0.01%
95
925
$2K ﹤0.01%
63
35 36
37
38 39