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

Top Buys

1
+$3.82M
2
+$3.63M
3
+$3.22M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.58M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$886K

Top Sells

1
+$3.83M
2
+$2.08M
3
+$1.76M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M

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%
35
-2,297
952
$1K ﹤0.01%
160
-60
953
$1K ﹤0.01%
236
-592
954
$1K ﹤0.01%
+38
955
$1K ﹤0.01%
+42
956
$1K ﹤0.01%
260
957
$1K ﹤0.01%
+33
958
$1K ﹤0.01%
29
-77
959
$1K ﹤0.01%
40
960
$1K ﹤0.01%
36
961
$1K ﹤0.01%
7
962
$1K ﹤0.01%
75
963
$1K ﹤0.01%
4
964
$1K ﹤0.01%
32
965
$1K ﹤0.01%
12
966
$1K ﹤0.01%
10
967
$1K ﹤0.01%
11
-100
968
$1K ﹤0.01%
11
-787
969
$1K ﹤0.01%
300
970
$1K ﹤0.01%
18
971
$1K ﹤0.01%
100
972
$1K ﹤0.01%
15
-76
973
$1K ﹤0.01%
41
974
$1K ﹤0.01%
12
975
$1K ﹤0.01%
128
37 38
39
40 41