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
$154M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.01M
3
+$1.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.04M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$760K

Top Sells

1
+$783K
2
+$699K
3
+$676K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$590K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K

Sector Composition

1 Technology 5.67%
2 Healthcare 5.63%
3 Financials 5.46%
4 Industrials 4.55%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
+96
927
$3K ﹤0.01%
217
928
$3K ﹤0.01%
71
929
$3K ﹤0.01%
+1,000
930
$2K ﹤0.01%
+150
931
$2K ﹤0.01%
910
932
$2K ﹤0.01%
112
933
$2K ﹤0.01%
440
934
$2K ﹤0.01%
50
935
$2K ﹤0.01%
1,575
936
$2K ﹤0.01%
90
937
$2K ﹤0.01%
55
-563
938
$2K ﹤0.01%
86
939
$2K ﹤0.01%
25
940
$2K ﹤0.01%
42
941
$2K ﹤0.01%
85
942
$2K ﹤0.01%
100
943
$2K ﹤0.01%
+122
944
$2K ﹤0.01%
164
945
$2K ﹤0.01%
25
946
$2K ﹤0.01%
48
947
$2K ﹤0.01%
10
948
$2K ﹤0.01%
36
949
$2K ﹤0.01%
50
950
$2K ﹤0.01%
13
-190
36 37
38
39 40