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
$127M
AUM Growth
-$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.1M
3
+$800K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$789K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$714K

Top Sells

1
+$5.44M
2
+$5.04M
3
+$4.92M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
5
HISF icon
First Trust Exchange-Traded Fund IV First Trust High Income Strategic Focus ETF
HISF
+$1.21M

Sector Composition

1 Financials 6.06%
2 Healthcare 5.85%
3 Technology 5.64%
4 Industrials 4.73%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$185K 0.15%
3,160
-8,660
152
$184K 0.14%
3,416
-117
153
$184K 0.14%
15,957
154
$183K 0.14%
1,153
-214
155
$183K 0.14%
1,425
-348
156
$182K 0.14%
1,696
-144
157
$178K 0.14%
2,201
-188
158
$176K 0.14%
9,810
-340
159
$176K 0.14%
1,634
-165
160
$174K 0.14%
3,995
+389
161
$173K 0.14%
2,685
+223
162
$172K 0.14%
4,005
-17
163
$171K 0.13%
3,656
-239
164
$171K 0.13%
1,965
+154
165
$170K 0.13%
1,713
+375
166
$167K 0.13%
1,480
-440
167
$167K 0.13%
4,566
168
$165K 0.13%
1,967
-150
169
$164K 0.13%
856
-359
170
$164K 0.13%
880
+33
171
$162K 0.13%
1,833
-96
172
$162K 0.13%
2,431
+104
173
$161K 0.13%
9,645
174
$160K 0.13%
1,057
-110
175
$159K 0.12%
4,444
-330
5 6
7
8 9