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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$609K 0.32%
12,642
+1,332
77
$599K 0.31%
6,818
+544
78
$584K 0.3%
7,388
+22
79
$557K 0.29%
7,125
+6,681
80
$545K 0.28%
4,612
+122
81
$525K 0.27%
6,718
-174
82
$518K 0.27%
+26,007
83
$495K 0.26%
27,666
+7,075
84
$482K 0.25%
+12,380
85
$481K 0.25%
23,553
+1,938
86
$466K 0.24%
5,300
+5,090
87
$464K 0.24%
8,544
+111
88
$451K 0.23%
8,530
-16
89
$440K 0.23%
+11,600
90
$428K 0.22%
7,912
-51,282
91
$425K 0.22%
6,864
+120
92
$421K 0.22%
4,009
+239
93
$399K 0.21%
15,178
94
$378K 0.2%
10,319
+2,784
95
$367K 0.19%
4,515
-247
96
$363K 0.19%
12,072
+1,277
97
$360K 0.19%
9,576
+2,417
98
$358K 0.19%
8,395
+425
99
$339K 0.18%
+5,254
100
$338K 0.18%
+20,960
2 3
4
5 6