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
$193M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.53M
3
+$2.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.04M

Top Sells

1
+$3.38M
2
+$2.77M
3
+$2.37M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.97M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.89M

Sector Composition

1 Financials 6.2%
2 Healthcare 4.53%
3 Technology 4.32%
4 Consumer Discretionary 3.78%
5 Energy 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$334K 0.17%
8,667
-319
102
$321K 0.17%
2,428
+83
103
$318K 0.17%
8,029
+1,555
104
$316K 0.16%
+7,970
105
$312K 0.16%
9,357
+2,566
106
$305K 0.16%
3,916
+78
107
$299K 0.16%
2,542
+267
108
$292K 0.15%
4,990
-6,200
109
$290K 0.15%
41,316
+4,480
110
$290K 0.15%
+3,357
111
$288K 0.15%
10,939
112
$283K 0.15%
13,474
-1,433
113
$280K 0.15%
4,774
+1
114
$276K 0.14%
2,716
-141
115
$274K 0.14%
2,645
-50
116
$272K 0.14%
5,150
+3,672
117
$258K 0.13%
2,864
+30
118
$253K 0.13%
8,644
+2,080
119
$240K 0.12%
10,200
+377
120
$237K 0.12%
932
-7,414
121
$231K 0.12%
9,944
-1,886
122
$224K 0.12%
16,307
-425
123
$224K 0.12%
1,701
-1,606
124
$222K 0.12%
13,650
+1,800
125
$221K 0.11%
+9,268
3 4
5
6 7