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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.53M
3
+$6.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.17M

Top Sells

1
+$8.64M
2
+$4.21M
3
+$4.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.55M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
800
-7,200
927
$3K ﹤0.01%
143
928
$3K ﹤0.01%
24
-171
929
$3K ﹤0.01%
24
930
$3K ﹤0.01%
4
931
$3K ﹤0.01%
640
932
$3K ﹤0.01%
406
933
$3K ﹤0.01%
300
934
$3K ﹤0.01%
+40
935
– –
0
936
$3K ﹤0.01%
311
937
$3K ﹤0.01%
100
938
$2K ﹤0.01%
+100
939
$2K ﹤0.01%
+172
940
$2K ﹤0.01%
+56
941
$2K ﹤0.01%
33
942
$2K ﹤0.01%
300
943
$2K ﹤0.01%
+14
944
$2K ﹤0.01%
42
945
$2K ﹤0.01%
+23
946
$2K ﹤0.01%
+12
947
$2K ﹤0.01%
+29
948
$2K ﹤0.01%
+223
949
$2K ﹤0.01%
100
950
$2K ﹤0.01%
50
36 37
38
39 40