We are live on ! Find out more
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
$274M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.78M
3
+$9.2M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$9.12M
5
ONEV icon
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
+$8.49M

Top Sells

1
+$6.14M
2
+$5.15M
3
+$4.93M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.41M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$3.36M

Sector Composition

1 Financials 6.4%
2 Technology 3.15%
3 Healthcare 2.59%
4 Energy 2.21%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$0 ﹤0.01%
40
977
– –
-63
978
$0 ﹤0.01%
8
979
– –
-1,000
980
– –
-254
981
– –
-731
982
$0 ﹤0.01%
75
983
$0 ﹤0.01%
+10
984
– –
-878
985
– –
-1,310
986
$0 ﹤0.01%
17
987
– –
-57
988
– –
-200
989
– –
-200
990
– –
-35
991
– –
-97
992
– –
-584
993
$0 ﹤0.01%
16
994
$0 ﹤0.01%
8
995
$0 ﹤0.01%
+100
996
– –
-125
997
$0 ﹤0.01%
68
998
$0 ﹤0.01%
30
999
$0 ﹤0.01%
500
1000
– –
-970
37 38 39
40
41