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
$286M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.53M
3
+$6.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.17M

Top Sells

1
+$8.64M
2
+$4.21M
3
+$4.01M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.99M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.55M

Sector Composition

1 Financials 7.53%
2 Technology 4.37%
3 Healthcare 4.17%
4 Energy 3.61%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$1K ﹤0.01%
+94
1027
$1K ﹤0.01%
3
1028
$1K ﹤0.01%
49
1029
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+5
1030
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+17
1031
$1K ﹤0.01%
440
1032
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+57
1033
$1K ﹤0.01%
+19
1034
$1K ﹤0.01%
+85
1035
$1K ﹤0.01%
+32
1036
$1K ﹤0.01%
90
1037
$1K ﹤0.01%
6
1038
$1K ﹤0.01%
19
1039
$1K ﹤0.01%
+41
1040
$1K ﹤0.01%
10
1041
$1K ﹤0.01%
25
1042
$1K ﹤0.01%
100
1043
$1K ﹤0.01%
+38
1044
$1K ﹤0.01%
260
1045
$1K ﹤0.01%
+11
1046
$1K ﹤0.01%
+35
1047
$1K ﹤0.01%
+56
1048
$1K ﹤0.01%
75
1049
$1K ﹤0.01%
7
1050
$1K ﹤0.01%
+30
40 41
42
43 44