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
$154M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.01M
3
+$1.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.04M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$760K

Top Sells

1
+$783K
2
+$699K
3
+$676K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$590K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K

Sector Composition

1 Technology 5.67%
2 Healthcare 5.63%
3 Financials 5.46%
4 Industrials 4.55%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$207K 0.13%
2,514
+1,398
127
$206K 0.13%
438
+71
128
$206K 0.13%
1,859
129
$205K 0.13%
2,021
-6
130
$203K 0.13%
+917
131
$202K 0.13%
+2,176
132
$196K 0.13%
27,880
+7,320
133
$194K 0.13%
1,971
-291
134
$194K 0.13%
2,340
135
$192K 0.12%
10,284
+2,597
136
$192K 0.12%
4,158
+615
137
$191K 0.12%
+22,378
138
$190K 0.12%
5,501
+1,302
139
$189K 0.12%
+3,854
140
$184K 0.12%
3,082
+794
141
$183K 0.12%
1,744
+41
142
$182K 0.12%
2,908
-110
143
$179K 0.12%
1,941
+171
144
$178K 0.12%
1,768
+21
145
$177K 0.12%
8,694
-4,056
146
$174K 0.11%
3,267
+1,518
147
$174K 0.11%
12,805
+3,432
148
$173K 0.11%
9,702
+2,484
149
$172K 0.11%
1,144
+150
150
$171K 0.11%
673
+277
4 5
6
7 8