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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
$137M
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$890K
2
+$798K
3
+$626K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$490K

Top Sells

1
+$14M
2
+$12.3M
3
+$9.98M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.46M
5
PSL icon
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
+$6.25M

Sector Composition

1 Technology 5.4%
2 Financials 5.4%
3 Healthcare 4.84%
4 Industrials 3.94%
5 Energy 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-5,198
1002
$0 ﹤0.01%
1
-7,479
1003
$0 ﹤0.01%
4
+3
1004
– –
-36
1005
– –
-2,552
1006
– –
-6
1007
– –
-400
1008
– –
-7
1009
– –
-90
1010
$0 ﹤0.01%
20
1011
– –
-830
1012
– –
-100
1013
– –
-105
1014
– –
-305
1015
– –
-200
1016
– –
-50
1017
$0 ﹤0.01%
32
1018
– –
-3,000
1019
– –
-147
1020
– –
-100
1021
– –
-21
1022
– –
-50
1023
– –
-265
1024
$0 ﹤0.01%
16
-6,515
1025
– –
-11
39 40
41
42 43