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
$154M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.01M
3
+$1.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.04M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$760K

Top Sells

1
+$783K
2
+$699K
3
+$676K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$590K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$577K

Sector Composition

1 Technology 5.67%
2 Healthcare 5.63%
3 Financials 5.46%
4 Industrials 4.55%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$161K 0.1%
5,482
+1,701
177
$161K 0.1%
8,993
+1,843
178
$160K 0.1%
6,567
+1,782
179
$159K 0.1%
+1,420
180
$158K 0.1%
18,468
+6,125
181
$157K 0.1%
1,925
-1,835
182
$157K 0.1%
8,835
+1,516
183
$156K 0.1%
1,530
+500
184
$155K 0.1%
2,876
-141
185
$154K 0.1%
3,680
-156
186
$154K 0.1%
7,874
187
$153K 0.1%
1,738
-154
188
$153K 0.1%
847
-14
189
$153K 0.1%
1,529
+394
190
$153K 0.1%
5,041
+343
191
$152K 0.1%
1,606
+695
192
$152K 0.1%
2,774
193
$152K 0.1%
2,200
+700
194
$152K 0.1%
6,414
195
$151K 0.1%
1,036
+521
196
$151K 0.1%
5,955
197
$151K 0.1%
+4,544
198
$150K 0.1%
3,215
+2,343
199
$150K 0.1%
1,678
-200
200
$149K 0.1%
1,166
+48
6 7
8
9 10