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%
4
927
$3K ﹤0.01%
640
928
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406
929
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300
930
$3K ﹤0.01%
+40
931
– –
0
932
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933
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100
934
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105
+1
935
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936
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70
937
$3K ﹤0.01%
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938
$2K ﹤0.01%
300
939
$2K ﹤0.01%
+14
940
$2K ﹤0.01%
42
941
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+23
942
$2K ﹤0.01%
+12
943
$2K ﹤0.01%
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944
$2K ﹤0.01%
+223
945
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100
946
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50
947
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123
948
$2K ﹤0.01%
37
949
$2K ﹤0.01%
+100
950
$2K ﹤0.01%
+50
36 37
38
39 40