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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.63M
3
+$3.22M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.58M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$886K

Top Sells

1
+$3.83M
2
+$2.08M
3
+$1.76M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$2K ﹤0.01%
86
927
$2K ﹤0.01%
600
928
$2K ﹤0.01%
850
929
$2K ﹤0.01%
250
930
$2K ﹤0.01%
96
931
$2K ﹤0.01%
89
932
$2K ﹤0.01%
82
933
$2K ﹤0.01%
5
934
$2K ﹤0.01%
71
935
$2K ﹤0.01%
1,000
936
$2K ﹤0.01%
54
937
$2K ﹤0.01%
+215
938
$2K ﹤0.01%
55
939
$2K ﹤0.01%
424
940
$1K ﹤0.01%
+2
941
$1K ﹤0.01%
+11
942
$1K ﹤0.01%
30
-80
943
$1K ﹤0.01%
112
944
$1K ﹤0.01%
+31
945
$1K ﹤0.01%
440
946
$1K ﹤0.01%
87
-2,084
947
$1K ﹤0.01%
+69
948
$1K ﹤0.01%
24
949
$1K ﹤0.01%
29
950
$1K ﹤0.01%
35
-2,297
36 37
38
39 40