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
201
$120K 0.06%
1,429
+1,134
202
$119K 0.06%
2,905
-148
203
$119K 0.06%
1,524
204
$118K 0.06%
1,521
+239
205
$118K 0.06%
1,323
206
$118K 0.06%
477
+8
207
$117K 0.06%
10,544
-364
208
$117K 0.06%
8,336
-351
209
$117K 0.06%
2,609
+1,509
210
$114K 0.06%
3,900
-482
211
$114K 0.06%
3,085
-508
212
$114K 0.06%
1,682
-62
213
$114K 0.06%
10,800
214
$113K 0.06%
2,408
-290
215
$113K 0.06%
2,705
+59
216
$113K 0.06%
2,450
-300
217
$112K 0.06%
1,742
-14
218
$112K 0.06%
6,401
-1,378
219
$112K 0.06%
2,621
+7
220
$110K 0.06%
2,700
+100
221
$109K 0.06%
2,135
-105
222
$109K 0.06%
682
223
$108K 0.06%
3,075
224
$108K 0.06%
4,652
+30
225
$107K 0.06%
2,795
+229
7 8
9
10 11