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
$232M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$7.07M
3
+$6.92M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.65M
5
MBB icon
iShares MBS ETF
MBB
+$6.54M

Top Sells

1
+$2.66M
2
+$2.57M
3
+$2.33M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.27M
5
COP icon
ConocoPhillips
COP
+$2.22M

Sector Composition

1 Financials 6.01%
2 Technology 4.69%
3 Healthcare 3.76%
4 Consumer Discretionary 2.34%
5 Energy 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$71K 0.03%
1,610
+336
277
$71K 0.03%
467
278
$71K 0.03%
579
-4
279
$70K 0.03%
1,112
+125
280
$70K 0.03%
1,017
281
$70K 0.03%
1,518
+126
282
$69K 0.03%
1,891
-1,194
283
$69K 0.03%
1,750
284
$68K 0.03%
1,165
285
$67K 0.03%
8,463
286
$66K 0.03%
1,714
-991
287
$65K 0.03%
1,770
288
$65K 0.03%
1,323
289
$64K 0.03%
1,226
290
$63K 0.03%
1,240
-160
291
$62K 0.03%
1,200
+950
292
$62K 0.03%
3,380
293
$61K 0.03%
2,600
294
$61K 0.03%
2,700
295
$61K 0.03%
1,022
296
$60K 0.03%
642
297
$60K 0.03%
578
298
$60K 0.03%
750
299
$60K 0.03%
1,928
300
$60K 0.03%
4,501
+3,968
10 11
12
13 14