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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$262K 0.21%
+13,330
102
$259K 0.2%
3,214
-7
103
$259K 0.2%
14,200
+3,767
104
$259K 0.2%
18,237
+3,881
105
$257K 0.2%
17,508
+5,006
106
$257K 0.2%
+18,179
107
$257K 0.2%
5,387
+1,331
108
$256K 0.2%
1,349
-13
109
$255K 0.2%
4,531
+1,260
110
$251K 0.2%
10,290
+2,647
111
$251K 0.2%
36,492
+36,192
112
$250K 0.2%
6,055
+1,579
113
$249K 0.2%
33,912
+9,979
114
$249K 0.2%
2,900
115
$249K 0.2%
38,163
+10,547
116
$249K 0.2%
7,647
-2,115
117
$247K 0.19%
13,981
+3,201
118
$247K 0.19%
2,259
-339
119
$247K 0.19%
8,950
+2,097
120
$246K 0.19%
2,175
+172
121
$244K 0.19%
2,210
-4,907
122
$244K 0.19%
1,564
-2,400
123
$242K 0.19%
20,187
+8,296
124
$241K 0.19%
13,974
+4,061
125
$241K 0.19%
4,834
+200
3 4
5
6 7