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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
$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
1101
– –
-3,350
1102
– –
-400
1103
$0 ﹤0.01%
15
1104
– –
-7,000
1105
$0 ﹤0.01%
2
1106
– –
-222
1107
– –
-310
1108
– –
-50
1109
– –
-232
1110
$0 ﹤0.01%
2
1111
– –
-600
1112
– –
-140
1113
$0 ﹤0.01%
3
-131
1114
– –
-225
1115
– –
-31
1116
$0 ﹤0.01%
26
1117
$0 ﹤0.01%
1
1118
$0 ﹤0.01%
+41
1119
– –
-75
1120
– –
0
1121
– –
-100
1122
– –
-744
1123
$0 ﹤0.01%
6
1124
– –
-1,000
1125
– –
-25
43 44
45
46 47