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
176
$138K 0.07%
4,209
-23,959
177
$138K 0.07%
725
178
$136K 0.07%
3,276
+100
179
$135K 0.07%
1,812
-42
180
$135K 0.07%
4,047
+191
181
$134K 0.07%
161
+7
182
$134K 0.07%
5,784
+379
183
$134K 0.07%
3,427
+311
184
$134K 0.07%
3,143
+40
185
$134K 0.07%
1,364
186
$133K 0.07%
2,389
187
$133K 0.07%
3,909
+352
188
$132K 0.07%
1,763
189
$131K 0.07%
2,102
+558
190
$131K 0.07%
2,805
-5,360
191
$131K 0.07%
2,175
+400
192
$129K 0.07%
1,149
-14,096
193
$126K 0.07%
13,485
194
$125K 0.06%
4,824
-140
195
$124K 0.06%
833
196
$123K 0.06%
2,735
197
$123K 0.06%
870
-5
198
$123K 0.06%
665
-60
199
$120K 0.06%
6,071
-277
200
$120K 0.06%
2,698
+52
6 7
8
9 10