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
$154M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.01M
3
+$1.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.04M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$760K

Top Sells

1
+$783K
2
+$699K
3
+$676K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$590K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K

Sector Composition

1 Technology 5.67%
2 Healthcare 5.63%
3 Financials 5.46%
4 Industrials 4.55%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2K ﹤0.01%
10
952
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400
953
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60
954
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114
955
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120
956
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36
957
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100
958
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12
959
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82
+49
960
$2K ﹤0.01%
128
961
$2K ﹤0.01%
89
962
$2K ﹤0.01%
244
963
$2K ﹤0.01%
54
964
$2K ﹤0.01%
+475
965
$1K ﹤0.01%
41
-1,814
966
$1K ﹤0.01%
115
967
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125
968
$1K ﹤0.01%
24
969
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+50
970
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29
971
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6
972
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+12
973
$1K ﹤0.01%
220
-20
974
$1K ﹤0.01%
+20
975
$1K ﹤0.01%
260
37 38
39
40 41