AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Fund
S&P 500
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
+$6.34M
2
+$4M
3
+$2.16M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.4M

Top Sells

1
+$6.26M
2
+$5.51M
3
+$5.07M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.99M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.93M

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
$2K ﹤0.01%
+35
929
$2K ﹤0.01%
+31
930
$2K ﹤0.01%
12
931
– –
0
932
$2K ﹤0.01%
55
-5
933
$2K ﹤0.01%
+12
934
$2K ﹤0.01%
+45
935
$2K ﹤0.01%
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%
14
-96
941
$1K ﹤0.01%
7
942
$1K ﹤0.01%
5
-5
943
$1K ﹤0.01%
100
944
$1K ﹤0.01%
79
-10
945
– –
0
946
$1K ﹤0.01%
7
947
$1K ﹤0.01%
11
-1
948
$1K ﹤0.01%
+36
949
$1K ﹤0.01%
13
950
$1K ﹤0.01%
15
36 37
38
39 40