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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
$270M
AUM Growth
-$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,062
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.99M
3
+$8.88M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$6.29M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.04M

Top Sells

1
+$10.5M
2
+$9.7M
3
+$8.47M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.62M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$6.15M

Sector Composition

1 Financials 7.11%
2 Energy 3.92%
3 Healthcare 3.81%
4 Technology 3.23%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$1K ﹤0.01%
100
-102
952
$1K ﹤0.01%
260
953
$1K ﹤0.01%
+263
954
$1K ﹤0.01%
+65
955
$1K ﹤0.01%
+16
956
– –
-141
957
– –
-209
958
– –
-7,062
959
– –
-637
960
– –
-160
961
– –
-33
962
– –
-276
963
– –
-136
964
– –
-181
965
– –
-40
966
– –
-75
967
– –
-10
968
– –
-100
969
$0 ﹤0.01%
+20
970
$0 ﹤0.01%
8
971
$0 ﹤0.01%
100
972
– –
-68
973
– –
-3,563
974
– –
-3,653
975
$0 ﹤0.01%
500
37 38
39
40 41