AIM
Advantage Investment Management Portfolio holdings
AUM
$128M
1-Year Return
0.94%
This Quarter Return
+2.88%
1 Year Return
+0.94%
3 Year Return
+28.58%
5 Year Return
+40.76%
10 Year Return
–
AUM
$137M
AUM Growth
-$125M
(-48%)
Cap. Flow
-$132M
Cap. Flow
% of AUM
-96.56%
Top 10 Holdings %
Top 10 Hldgs %
30.7%
Holding
1,093
New
71
Increased
113
Reduced
296
Closed
123
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$14M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$12.5M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$10.1M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$6.48M |
| 5 |
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
|
$6.42M |
Sector Composition
| 1 | Technology | 5.4% |
| 2 | Financials | 5.4% |
| 3 | Healthcare | 4.84% |
| 4 | Industrials | 3.94% |
| 5 | Energy | 3.14% |
