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
201
$148K 0.1%
3,070
-39
202
$147K 0.1%
2,050
+432
203
$147K 0.1%
941
+8
204
$146K 0.09%
2,429
+2,035
205
$144K 0.09%
5,826
+2,763
206
$144K 0.09%
4,371
+3,846
207
$144K 0.09%
29,124
+11,114
208
$144K 0.09%
1,462
+20
209
$143K 0.09%
3,257
+920
210
$143K 0.09%
2,230
-224
211
$143K 0.09%
2,712
+1,347
212
$142K 0.09%
1,814
213
$142K 0.09%
6,453
-1,815
214
$141K 0.09%
936
+92
215
$141K 0.09%
+3,321
216
$141K 0.09%
2,289
+844
217
$140K 0.09%
1,388
218
$139K 0.09%
+9,645
219
$139K 0.09%
2,039
+44
220
$138K 0.09%
2,025
-35
221
$134K 0.09%
1,602
-1,088
222
$133K 0.09%
3,952
-2,157
223
$133K 0.09%
965
224
$133K 0.09%
3,560
-2,770
225
$131K 0.09%
2,200
7 8
9
10 11