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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$739K 0.28%
14,260
-240
77
$735K 0.28%
4,599
-2,374
78
$729K 0.28%
3,973
-253
79
$726K 0.28%
4,779
-11,247
80
$725K 0.28%
1,201
+596
81
$718K 0.27%
40,867
+809
82
$717K 0.27%
16,186
-55
83
$714K 0.27%
5,922
+5,855
84
$702K 0.27%
6,929
-343
85
$680K 0.26%
2,831
-25
86
$678K 0.26%
21,380
+4,142
87
$656K 0.25%
14,392
-67,040
88
$649K 0.25%
8,944
-41,776
89
$622K 0.24%
11,936
+6,786
90
$619K 0.24%
28,152
+16,766
91
$618K 0.24%
18,239
-10,517
92
$615K 0.23%
11,298
+1,219
93
$607K 0.23%
16,411
-59,151
94
$604K 0.23%
2,824
-224
95
$593K 0.23%
20,070
+6,200
96
$578K 0.22%
362
-225
97
$562K 0.21%
5,146
-464
98
$552K 0.21%
20,332
+731
99
$550K 0.21%
2,757
+343
100
$542K 0.21%
15,695
+10,625
2 3
4
5 6