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
276
$76K 0.04%
8,463
277
$76K 0.04%
4,246
+80
278
$75K 0.04%
6,042
279
$75K 0.04%
573
-6
280
$74K 0.03%
734
+533
281
$74K 0.03%
1,793
+65
282
$73K 0.03%
1,065
-47
283
$73K 0.03%
1,883
+113
284
$73K 0.03%
1,965
+74
285
$73K 0.03%
855
-2,400
286
$73K 0.03%
4,310
-1,124
287
$72K 0.03%
4,669
+609
288
$71K 0.03%
4,312
-841
289
$71K 0.03%
970
290
$70K 0.03%
925
-161
291
$69K 0.03%
538
+38
292
$69K 0.03%
524
293
$69K 0.03%
622
+44
294
$69K 0.03%
611
295
$68K 0.03%
4,322
+330
296
$67K 0.03%
2,685
+2,319
297
$67K 0.03%
2,404
-2,054
298
$67K 0.03%
1,022
299
$67K 0.03%
879
+50
300
$66K 0.03%
2,700
10 11
12
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