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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
$137M
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$890K
2
+$798K
3
+$626K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$490K

Top Sells

1
+$14M
2
+$12.3M
3
+$9.98M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.46M
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$6.25M

Sector Composition

1 Technology 5.4%
2 Financials 5.4%
3 Healthcare 4.84%
4 Industrials 3.94%
5 Energy 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-5,284
952
– –
-200
953
– –
-182
954
– –
-13
955
– –
-33
956
– –
-17
957
– –
-13
958
– –
-669
959
$0 ﹤0.01%
6
960
$0 ﹤0.01%
20
961
– –
-1
962
– –
-35
963
– –
-277
964
– –
-9,104
965
– –
-160
966
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-4
967
– –
-31
968
$0 ﹤0.01%
16
969
– –
-1,218
970
$0 ﹤0.01%
+13
971
– –
-8
972
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-100
973
– –
-46
974
– –
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975
– –
-21
37 38
39
40 41