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

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

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%
60
927
$2K ﹤0.01%
114
928
$2K ﹤0.01%
59
929
$2K ﹤0.01%
+207
930
$2K ﹤0.01%
36
931
$2K ﹤0.01%
210
932
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12
-436
933
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86
934
$2K ﹤0.01%
600
935
$2K ﹤0.01%
850
936
$2K ﹤0.01%
250
937
$2K ﹤0.01%
96
938
$2K ﹤0.01%
82
939
$2K ﹤0.01%
5
940
$1K ﹤0.01%
41
941
$1K ﹤0.01%
12
942
$1K ﹤0.01%
+11
943
$1K ﹤0.01%
+2
944
$1K ﹤0.01%
30
-80
945
$1K ﹤0.01%
112
946
$1K ﹤0.01%
+31
947
$1K ﹤0.01%
+42
948
$1K ﹤0.01%
260
949
$1K ﹤0.01%
+33
950
$1K ﹤0.01%
4
36 37
38
39 40