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
126
$324K 0.12%
3,222
-661
127
$317K 0.12%
939
+160
128
$305K 0.12%
2,357
-721
129
$304K 0.12%
2,075
-199
130
$302K 0.12%
27,234
-5,487
131
$301K 0.11%
6,244
-9,497
132
$282K 0.11%
5,538
-124
133
$282K 0.11%
6,371
-4,226
134
$277K 0.11%
4,873
-85
135
$276K 0.11%
2,519
-468
136
$274K 0.1%
940
137
$272K 0.1%
2,303
-50
138
$268K 0.1%
2,829
-311
139
$267K 0.1%
5,747
+67
140
$266K 0.1%
2,513
+2,270
141
$264K 0.1%
2,205
+152
142
$261K 0.1%
1,924
+559
143
$241K 0.09%
2,319
+562
144
$239K 0.09%
3,991
+19
145
$238K 0.09%
5,001
+184
146
$232K 0.09%
9,110
+8,540
147
$230K 0.09%
8,927
148
$228K 0.09%
1,337
-305
149
$220K 0.08%
1,703
150
$218K 0.08%
933
4 5
6
7 8