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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.53M
3
+$6.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.17M

Top Sells

1
+$8.64M
2
+$4.21M
3
+$4.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.55M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2K ﹤0.01%
123
952
$2K ﹤0.01%
37
953
$2K ﹤0.01%
+100
954
$2K ﹤0.01%
+50
955
$2K ﹤0.01%
+47
956
$2K ﹤0.01%
360
-5,241
957
$2K ﹤0.01%
47
958
$2K ﹤0.01%
+40
959
$2K ﹤0.01%
67
960
$2K ﹤0.01%
+24
961
$2K ﹤0.01%
31
+16
962
$2K ﹤0.01%
+85
963
$2K ﹤0.01%
98
964
$2K ﹤0.01%
+132
965
$2K ﹤0.01%
100
966
$2K ﹤0.01%
500
967
$2K ﹤0.01%
+22
968
$2K ﹤0.01%
109
+41
969
$2K ﹤0.01%
36
970
$2K ﹤0.01%
+137
971
$2K ﹤0.01%
10
972
$2K ﹤0.01%
+141
973
$2K ﹤0.01%
+35
974
$2K ﹤0.01%
50
975
$2K ﹤0.01%
32
37 38
39
40 41