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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$182K 0.14%
6,853
+2,309
127
$181K 0.14%
1,367
+11
128
$180K 0.14%
11,891
+1,987
129
$180K 0.14%
7,643
+1,076
130
$179K 0.14%
10,433
+1,701
131
$179K 0.14%
13,200
+2,210
132
$178K 0.13%
454
+16
133
$177K 0.13%
6,980
+2,080
134
$177K 0.13%
2,117
-223
135
$177K 0.13%
10,780
+1,787
136
$175K 0.13%
+16,520
137
$175K 0.13%
1,705
+285
138
$175K 0.13%
3,271
+294
139
$175K 0.13%
+4,056
140
$174K 0.13%
10,028
+1,334
141
$174K 0.13%
9,913
+896
142
$174K 0.13%
+27,616
143
$173K 0.13%
5,450
144
$173K 0.13%
+12,502
145
$172K 0.13%
5,246
-130
146
$172K 0.13%
+16,736
147
$171K 0.13%
1,799
-664
148
$169K 0.13%
2,176
149
$169K 0.13%
3,018
+729
150
$169K 0.13%
15,673
+15,456
4 5
6
7 8