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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
$154M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2M
3
+$1.17M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.01M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$744K

Top Sells

1
+$780K
2
+$677K
3
+$659K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$588K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K

Sector Composition

1 Technology 5.67%
2 Healthcare 5.63%
3 Financials 5.46%
4 Industrials 4.55%
5 Energy 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$1K ﹤0.01%
40
977
$1K ﹤0.01%
7
978
$1K ﹤0.01%
75
979
$1K ﹤0.01%
45
980
$1K ﹤0.01%
12
981
$1K ﹤0.01%
10
982
$1K ﹤0.01%
300
983
$1K ﹤0.01%
18
984
$1K ﹤0.01%
100
985
$1K ﹤0.01%
+10
986
$1K ﹤0.01%
25
987
$1K ﹤0.01%
41
-1,814
988
$1K ﹤0.01%
12
989
$1K ﹤0.01%
100
990
$1K ﹤0.01%
+105
991
$1K ﹤0.01%
34
992
$1K ﹤0.01%
+173
993
$1K ﹤0.01%
70
994
$1K ﹤0.01%
4
-1
995
$1K ﹤0.01%
2
996
$1K ﹤0.01%
32
997
$1K ﹤0.01%
1
998
$1K ﹤0.01%
49
999
$1K ﹤0.01%
104
1000
$1K ﹤0.01%
31
38 39
40
41 42