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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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.63M
3
+$3.22M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.58M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$886K

Top Sells

1
+$3.83M
2
+$2.08M
3
+$1.76M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.61M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.55M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.47%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$1K ﹤0.01%
440
977
$1K ﹤0.01%
87
-2,084
978
$1K ﹤0.01%
24
979
$1K ﹤0.01%
29
980
$1K ﹤0.01%
35
-2,297
981
$1K ﹤0.01%
160
-60
982
$1K ﹤0.01%
+47
983
– –
-5,041
984
$0 ﹤0.01%
244
985
$0 ﹤0.01%
3
986
$0 ﹤0.01%
6
987
– –
-100
988
– –
-1,186
989
– –
-500
990
$0 ﹤0.01%
105
991
– –
-780
992
$0 ﹤0.01%
200
993
– –
-50
994
– –
-358
995
– –
-130
996
– –
-572
997
– –
-173
998
– –
-300
999
– –
-798
1000
– –
-700
38 39
40
41 42