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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$306K 0.24%
18,023
+4,170
77
$299K 0.23%
5,949
-128
78
$298K 0.23%
3,675
+100
79
$298K 0.23%
4,588
-272
80
$296K 0.23%
2,425
-599
81
$294K 0.23%
4,608
-42
82
$293K 0.23%
3,690
-363
83
$290K 0.23%
2,789
-3,297
84
$290K 0.23%
+14,817
85
$284K 0.22%
18,527
+5,270
86
$283K 0.22%
10,635
+3,537
87
$282K 0.22%
4,684
+2,657
88
$282K 0.22%
986
89
$280K 0.22%
2,053
90
$278K 0.22%
13,642
+3,614
91
$276K 0.22%
6,840
+751
92
$276K 0.22%
1,007
-92
93
$275K 0.22%
2,690
+794
94
$274K 0.22%
1,517
95
$271K 0.21%
16,017
+4,470
96
$270K 0.21%
4,986
+1,315
97
$270K 0.21%
+15,750
98
$270K 0.21%
9,207
+2,251
99
$267K 0.21%
22,749
+6,229
100
$264K 0.21%
13,906
+4,637
2 3
4
5 6