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
976
$1K ﹤0.01%
18
977
$1K ﹤0.01%
25
978
$1K ﹤0.01%
21
979
$1K ﹤0.01%
+1
980
$1K ﹤0.01%
6
981
$1K ﹤0.01%
49
982
$1K ﹤0.01%
104
983
$1K ﹤0.01%
+31
984
$1K ﹤0.01%
15
985
$1K ﹤0.01%
100
986
$1K ﹤0.01%
79
-10
987
– –
0
988
$1K ﹤0.01%
7
989
$1K ﹤0.01%
11
-1
990
$1K ﹤0.01%
+36
991
$1K ﹤0.01%
13
992
– –
-108
993
$0 ﹤0.01%
16
994
– –
-33
995
– –
-318
996
– –
-5,220
997
– –
-100
998
– –
-938
999
– –
-5
1000
– –
-93
38 39
40
41 42