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%
6
952
$1K ﹤0.01%
+21
953
$1K ﹤0.01%
19
954
$1K ﹤0.01%
100
955
$1K ﹤0.01%
+46
956
$1K ﹤0.01%
+18
957
$1K ﹤0.01%
13
-137
958
$1K ﹤0.01%
10
959
$1K ﹤0.01%
240
960
$1K ﹤0.01%
+25
961
$1K ﹤0.01%
260
962
$1K ﹤0.01%
+21
963
$1K ﹤0.01%
+29
964
$1K ﹤0.01%
+34
965
$1K ﹤0.01%
14
-96
966
$1K ﹤0.01%
7
967
$1K ﹤0.01%
5
-5
968
$1K ﹤0.01%
2
969
$1K ﹤0.01%
32
970
$1K ﹤0.01%
45
971
$1K ﹤0.01%
12
972
$1K ﹤0.01%
10
973
$1K ﹤0.01%
17
974
$1K ﹤0.01%
+10
975
$1K ﹤0.01%
300
37 38
39
40 41