AIM
Advantage Investment Management Portfolio holdings
AUM
$128M
1-Year Return
0.94%
This Quarter Return
-12.89%
1 Year Return
+0.94%
3 Year Return
+28.58%
5 Year Return
+40.76%
10 Year Return
–
AUM
$132M
AUM Growth
-$21.7M
(-14%)
Cap. Flow
-$664K
Cap. Flow
% of AUM
-0.5%
Top 10 Holdings %
Top 10 Hldgs %
32.75%
Holding
1,141
New
119
Increased
261
Reduced
217
Closed
131
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$3.46M |
| 2 |
SPDR S&P Aerospace & Defense ETF
XAR
|
+$3.43M |
| 3 |
ARK Web x.0 ETF
ARKW
|
+$2.64M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.61M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$891K |
Top Sells
Sector Composition
| 1 | Healthcare | 5.83% |
| 2 | Financials | 5.61% |
| 3 | Technology | 5.44% |
| 4 | Industrials | 4.46% |
| 5 | Consumer Staples | 3.23% |
