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
126
$221K 0.11%
2,179
-360
127
$217K 0.11%
7,078
-180
128
$215K 0.11%
2,151
-350
129
$211K 0.11%
3,554
+43
130
$210K 0.11%
1,531
-13
131
$209K 0.11%
5,705
+2,933
132
$207K 0.11%
4,086
+786
133
$206K 0.11%
1,427
+123
134
$204K 0.11%
1,599
+24
135
$203K 0.11%
3,573
+1,650
136
$198K 0.1%
5,389
-178
137
$191K 0.1%
10,407
+1,662
138
$189K 0.1%
1,580
139
$189K 0.1%
4,295
+12
140
$186K 0.1%
14,046
+7,404
141
$184K 0.1%
4,278
142
$184K 0.1%
2,190
+1,963
143
$181K 0.09%
5,325
+70
144
$181K 0.09%
834
-9
145
$180K 0.09%
1,840
-427
146
$172K 0.09%
4,422
-713
147
$172K 0.09%
9,962
148
$170K 0.09%
5,261
+96
149
$169K 0.09%
5,591
+4,621
150
$168K 0.09%
7,096
+2,646
4 5
6
7 8