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
$213M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.42M
3
+$3.36M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$3.21M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.93M

Top Sells

1
+$9.95M
2
+$7.51M
3
+$7.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.03M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.32M

Sector Composition

1 Financials 7.46%
2 Technology 4.93%
3 Healthcare 3.45%
4 Industrials 3.28%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$86K 0.04%
5,102
+450
252
$85K 0.04%
247
253
$85K 0.04%
1,188
+60
254
$85K 0.04%
5,599
-2,501
255
$84K 0.04%
1,559
+400
256
$83K 0.04%
2,075
-2,256
257
$83K 0.04%
650
-100
258
$83K 0.04%
1,388
259
$82K 0.04%
1,681
+71
260
$82K 0.04%
492
+15
261
$82K 0.04%
1,078
+61
262
$81K 0.04%
960
+700
263
$81K 0.04%
1,578
+60
264
$81K 0.04%
2,221
+42
265
$80K 0.04%
931
-136
266
$79K 0.04%
572
267
$79K 0.04%
2,152
+438
268
$79K 0.04%
3,679
269
$79K 0.04%
1,227
270
$78K 0.04%
1,165
271
$78K 0.04%
1,550
272
$78K 0.04%
1,493
+43
273
$77K 0.04%
9,300
-1,500
274
$77K 0.04%
582
+315
275
$77K 0.04%
1,750
9 10
11
12 13