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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$1K ﹤0.01%
17
952
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+10
953
$1K ﹤0.01%
300
954
$1K ﹤0.01%
25
955
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21
956
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3
957
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+1
958
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6
959
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49
960
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104
961
$1K ﹤0.01%
+31
962
$1K ﹤0.01%
79
-10
963
– –
0
964
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7
965
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11
-1
966
$1K ﹤0.01%
+36
967
$1K ﹤0.01%
13
968
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15
969
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50
970
$1K ﹤0.01%
125
971
$1K ﹤0.01%
24
972
$1K ﹤0.01%
32
973
$1K ﹤0.01%
21
+17
974
$1K ﹤0.01%
90
975
$1K ﹤0.01%
+8
37 38
39
40 41