AIM
Advantage Investment Management Portfolio holdings
AUM
$128M
1-Year Return
0.94%
This Quarter Return
-0.34%
1 Year Return
+0.94%
3 Year Return
+28.58%
5 Year Return
+40.76%
10 Year Return
–
AUM
$206M
AUM Growth
+$29.5M
(+17%)
Cap. Flow
+$31.3M
Cap. Flow
% of AUM
15.19%
Top 10 Holdings %
Top 10 Hldgs %
25.41%
Holding
952
New
83
Increased
224
Reduced
195
Closed
80
Top Buys
Top Sells
| 1 |
iShares US Industrials ETF
IYJ
|
$3.45M |
| 2 |
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
|
$3.42M |
| 3 |
iShares US Technology ETF
IYW
|
$2.76M |
| 4 |
Vodafone
VOD
|
$2.65M |
| 5 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$2.06M |
Sector Composition
| 1 | Financials | 4.52% |
| 2 | Technology | 4.1% |
| 3 | Healthcare | 3.6% |
| 4 | Consumer Discretionary | 3.49% |
| 5 | Energy | 2.94% |
