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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.87M
3
+$2.06M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.91M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$1.37M

Top Sells

1
+$6.06M
2
+$5.29M
3
+$5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4.83M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.81M

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$164K 0.06%
3,050
-587
177
$161K 0.06%
1,925
-515
178
$161K 0.06%
1,770
-12
179
$161K 0.06%
1,724
-645
180
$159K 0.06%
1,388
-100
181
$159K 0.06%
3,671
-476
182
$157K 0.06%
1,547
-412
183
$155K 0.06%
1,741
+171
184
$155K 0.06%
3,226
-782
185
$153K 0.06%
2,060
+71
186
$151K 0.06%
1,913
-626
187
$150K 0.06%
680
+211
188
$147K 0.06%
827
-604
189
$144K 0.05%
9,840
-285,105
190
$144K 0.05%
7,480
-2,028
191
$143K 0.05%
1,300
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192
$142K 0.05%
994
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193
$141K 0.05%
1,822
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194
$141K 0.05%
2,030
-9,157
195
$141K 0.05%
1,343
-16
196
$141K 0.05%
1,015
+21
197
$141K 0.05%
3,370
+296
198
$139K 0.05%
6,801
-1,738
199
$137K 0.05%
2,032
-390
200
$137K 0.05%
7,191
-930
6 7
8
9 10