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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$2K ﹤0.01%
43
927
$2K ﹤0.01%
100
-100
928
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+35
929
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+31
930
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12
931
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+4
932
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55
-5
933
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+12
934
$2K ﹤0.01%
+45
935
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23
-22
936
$2K ﹤0.01%
89
937
$2K ﹤0.01%
35
938
$2K ﹤0.01%
+50
939
$1K ﹤0.01%
+8
940
$1K ﹤0.01%
3
941
$1K ﹤0.01%
15
942
$1K ﹤0.01%
+10
943
$1K ﹤0.01%
128
944
$1K ﹤0.01%
50
945
$1K ﹤0.01%
125
946
$1K ﹤0.01%
24
947
$1K ﹤0.01%
32
948
$1K ﹤0.01%
21
+17
949
$1K ﹤0.01%
90
950
$1K ﹤0.01%
147
-641
36 37
38
39 40