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
$132M
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,141
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.43M
3
+$2.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.61M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$891K

Top Sells

1
+$3.55M
2
+$1.87M
3
+$1.6M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.54M
5
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.43M

Sector Composition

1 Healthcare 5.83%
2 Financials 5.61%
3 Technology 5.44%
4 Industrials 4.46%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$123K 0.09%
1,315
+147
202
$122K 0.09%
5,868
+42
203
$122K 0.09%
1,815
-112
204
$120K 0.09%
532
+241
205
$120K 0.09%
2,038
-1
206
$120K 0.09%
1,054
+108
207
$120K 0.09%
2,624
-88
208
$119K 0.09%
9,515
-400
209
$117K 0.09%
+32,627
210
$115K 0.09%
841
+32
211
$115K 0.09%
917
212
$115K 0.09%
2,437
-439
213
$114K 0.09%
2,600
214
$113K 0.09%
828
+205
215
$113K 0.09%
1,841
-673
216
$112K 0.08%
1,338
+240
217
$111K 0.08%
1,142
-73
218
$110K 0.08%
362
-394
219
$109K 0.08%
2,027
+2
220
$108K 0.08%
3,321
221
$108K 0.08%
3,650
+100
222
$107K 0.08%
1,814
223
$107K 0.08%
406
+10
224
$106K 0.08%
31,880
+4,000
225
$106K 0.08%
1,388
7 8
9
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