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
201
$127K 0.1%
1,168
-18,026
202
$127K 0.1%
778
+582
203
$127K 0.1%
1,346
+27
204
$126K 0.1%
2,437
205
$125K 0.1%
2,896
-592
206
$124K 0.1%
784
-57
207
$124K 0.1%
437
-2,996
208
$123K 0.1%
1,970
+200
209
$122K 0.1%
731
+152
210
$121K 0.1%
3,321
211
$121K 0.1%
+5,931
212
$119K 0.09%
3,400
213
$119K 0.09%
416
+10
214
$117K 0.09%
917
215
$117K 0.09%
1,388
216
$116K 0.09%
1,786
-252
217
$115K 0.09%
1,210
-534
218
$113K 0.09%
1,031
219
$112K 0.09%
1,847
+444
220
$112K 0.09%
1,879
-643
221
$111K 0.09%
2,931
+3
222
$110K 0.09%
3,344
-288
223
$110K 0.09%
975
224
$110K 0.09%
2,624
+6
225
$108K 0.08%
4,782
7 8
9
10 11