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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$505K 0.19%
160,068
+6,224
102
$495K 0.19%
14,214
+226
103
$485K 0.19%
1,480
+56
104
$480K 0.18%
11,301
-59
105
$473K 0.18%
2,118
+116
106
$473K 0.18%
5,621
+458
107
$472K 0.18%
3,017
-478
108
$455K 0.17%
4,241
-4,369
109
$450K 0.17%
5,824
-1,340
110
$443K 0.17%
12,533
+1,752
111
$419K 0.16%
8,920
-3,142
112
$414K 0.16%
2,808
+102
113
$414K 0.16%
24,229
+781
114
$408K 0.16%
3,577
-684
115
$401K 0.15%
11,900
-828
116
$392K 0.15%
7,047
+1,657
117
$384K 0.15%
5,794
+448
118
$379K 0.14%
92,545
+13,369
119
$356K 0.14%
12,640
-82
120
$345K 0.13%
1,600
+48
121
$343K 0.13%
12,990
-1,050
122
$331K 0.13%
7,726
-207
123
$330K 0.13%
5,070
+420
124
$329K 0.13%
4,001
+382
125
$329K 0.13%
11,802
3 4
5
6 7