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
176
$159K 0.12%
1,956
+141
177
$158K 0.12%
1,380
178
$151K 0.12%
2,477
+65
179
$149K 0.12%
3,761
-1,485
180
$149K 0.12%
4,018
+144
181
$148K 0.12%
3,158
+807
182
$148K 0.12%
2,552
183
$146K 0.11%
3,028
-652
184
$145K 0.11%
1,075
-67
185
$144K 0.11%
1,814
186
$142K 0.11%
2,933
+200
187
$138K 0.11%
1,446
188
$136K 0.11%
576
-460
189
$136K 0.11%
3,233
-624
190
$136K 0.11%
3,279
-2,171
191
$136K 0.11%
3,687
+37
192
$133K 0.1%
1,284
+188
193
$132K 0.1%
3,059
-718
194
$131K 0.1%
1,972
+131
195
$131K 0.1%
1,631
+136
196
$130K 0.1%
1,302
+292
197
$130K 0.1%
+4,356
198
$130K 0.1%
4,220
199
$129K 0.1%
705
-123
200
$129K 0.1%
2,500
-100
6 7
8
9 10