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
151
$164K 0.09%
32,502
-565
152
$163K 0.08%
4,072
153
$162K 0.08%
1,888
154
$162K 0.08%
2,693
+795
155
$161K 0.08%
1,787
156
$160K 0.08%
3,573
-1,005
157
$159K 0.08%
2,638
+203
158
$156K 0.08%
1,532
+1,376
159
$156K 0.08%
4,726
160
$156K 0.08%
2,663
-4,820
161
$154K 0.08%
5,448
+3,444
162
$153K 0.08%
1,230
163
$151K 0.08%
2,519
-202
164
$151K 0.08%
3,563
165
$150K 0.08%
+2,790
166
$147K 0.08%
818
-23
167
$147K 0.08%
1,401
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168
$146K 0.08%
6,142
-822
169
$146K 0.08%
1,570
-50
170
$146K 0.08%
6,738
171
$145K 0.08%
1,637
172
$143K 0.07%
7,585
173
$140K 0.07%
1,240
+53
174
$140K 0.07%
38,614
+16,883
175
$138K 0.07%
1,044
-6
5 6
7
8 9