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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$6.42M
3
+$6.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.14M

Top Sells

1
+$8.48M
2
+$4.18M
3
+$4.08M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.98M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$3.51M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$2K ﹤0.01%
+17
977
$2K ﹤0.01%
114
-68
978
$2K ﹤0.01%
+47
979
$2K ﹤0.01%
+101
980
$2K ﹤0.01%
+35
981
$2K ﹤0.01%
+144
982
$2K ﹤0.01%
+172
983
$2K ﹤0.01%
+21
984
$2K ﹤0.01%
52
985
$2K ﹤0.01%
60
986
$2K ﹤0.01%
40
987
$2K ﹤0.01%
12
988
$2K ﹤0.01%
61
-366
989
$2K ﹤0.01%
64
990
$2K ﹤0.01%
128
991
$2K ﹤0.01%
+125
992
$2K ﹤0.01%
+34
993
$2K ﹤0.01%
+40
994
$2K ﹤0.01%
+15
995
$2K ﹤0.01%
89
996
$2K ﹤0.01%
+86
997
$2K ﹤0.01%
+56
998
$2K ﹤0.01%
33
999
$1K ﹤0.01%
+128
1000
$1K ﹤0.01%
+19
38 39
40
41 42