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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$1K ﹤0.01%
128
952
$1K ﹤0.01%
83
-5,100
953
$1K ﹤0.01%
+11
954
$1K ﹤0.01%
+42
955
$1K ﹤0.01%
260
956
$1K ﹤0.01%
+33
957
$1K ﹤0.01%
4
958
$1K ﹤0.01%
+2
959
$1K ﹤0.01%
30
-80
960
$1K ﹤0.01%
112
961
$1K ﹤0.01%
+31
962
$1K ﹤0.01%
440
963
$1K ﹤0.01%
87
-2,084
964
$1K ﹤0.01%
+69
965
$1K ﹤0.01%
24
966
$1K ﹤0.01%
29
967
$1K ﹤0.01%
35
-2,297
968
$1K ﹤0.01%
40
969
$1K ﹤0.01%
36
970
$1K ﹤0.01%
7
971
$1K ﹤0.01%
75
972
$1K ﹤0.01%
32
973
$1K ﹤0.01%
12
974
$1K ﹤0.01%
10
975
$1K ﹤0.01%
11
-100
37 38
39
40 41