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

Top Buys

1
+$6.5M
2
+$6.42M
3
+$6.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.95M
5
PGX icon
Invesco Preferred ETF
PGX
+$4.14M

Top Sells

1
+$8.48M
2
+$4.18M
3
+$4.08M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.98M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$3.51M

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
1051
$1K ﹤0.01%
+32
1052
$1K ﹤0.01%
1
1053
$1K ﹤0.01%
34
1054
$1K ﹤0.01%
+34
1055
– –
0
1056
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+59
1057
$1K ﹤0.01%
+94
1058
$1K ﹤0.01%
3
1059
$1K ﹤0.01%
+22
1060
$1K ﹤0.01%
40
1061
$1K ﹤0.01%
+3
1062
$1K ﹤0.01%
+60
1063
$1K ﹤0.01%
49
1064
$1K ﹤0.01%
+5
1065
$1K ﹤0.01%
+17
1066
$1K ﹤0.01%
+87
1067
$1K ﹤0.01%
15
1068
$1K ﹤0.01%
+92
1069
$1K ﹤0.01%
94
1070
$1K ﹤0.01%
100
1071
$1K ﹤0.01%
100
1072
$1K ﹤0.01%
+38
1073
$1K ﹤0.01%
+93
1074
$1K ﹤0.01%
+76
1075
– –
-100
41 42
43
44 45