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
$307M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.9M
3
+$7M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.66M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.28M

Top Sells

1
+$10.7M
2
+$8.36M
3
+$4.07M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$4.05M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.88M

Sector Composition

1 Financials 7.41%
2 Technology 4.46%
3 Communication Services 3.37%
4 Healthcare 3.28%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2K ﹤0.01%
67
952
$2K ﹤0.01%
31
953
$2K ﹤0.01%
25
-100
954
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+40
955
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36
956
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+11
958
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10
959
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50
960
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22
961
$2K ﹤0.01%
+280
962
$2K ﹤0.01%
114
963
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34
-244
964
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42
-141
965
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172
966
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43
-35
967
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60
968
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20
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969
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12
970
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+35
971
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61
972
$1K ﹤0.01%
10
973
$1K ﹤0.01%
+50
974
$1K ﹤0.01%
128
975
$1K ﹤0.01%
32
37 38
39
40 41