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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
$270M
AUM Growth
-$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,062
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.99M
3
+$8.88M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$6.29M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.04M

Top Sells

1
+$10.5M
2
+$9.7M
3
+$8.47M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.62M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$6.15M

Sector Composition

1 Financials 7.11%
2 Energy 3.92%
3 Healthcare 3.81%
4 Technology 3.23%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
– –
-2
977
$0 ﹤0.01%
500
978
$0 ﹤0.01%
20
979
– –
-3,692
980
– –
-50
981
– –
-4
982
– –
-3,718
983
– –
-1,500
984
– –
-1,375
985
$0 ﹤0.01%
10
986
$0 ﹤0.01%
4
987
– –
-850
988
– –
-74
989
– –
-382
990
$0 ﹤0.01%
6
991
– –
-60
992
$0 ﹤0.01%
8
993
– –
-3,075
994
– –
-8,463
995
– –
-1,825
996
$0 ﹤0.01%
8
997
– –
-780
998
– –
-100
999
$0 ﹤0.01%
6
1000
– –
-750
38 39
40
41 42