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
$322M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.16M
3
+$3.72M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.63M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.38M

Top Sells

1
+$6.99M
2
+$4.08M
3
+$3.59M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.51M

Sector Composition

1 Financials 7.55%
2 Technology 4.5%
3 Communication Services 3.34%
4 Healthcare 3.08%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$98K 0.03%
+3,652
277
$97K 0.03%
1,933
-120
278
$97K 0.03%
963
-329
279
$97K 0.03%
1,800
280
$97K 0.03%
1,896
-252
281
$97K 0.03%
+314
282
$95K 0.03%
+3,927
283
$95K 0.03%
469
-15
284
$94K 0.03%
+4,513
285
$94K 0.03%
7,180
+995
286
$93K 0.03%
930
-11
287
$93K 0.03%
5,789
+990
288
$92K 0.03%
1,656
+200
289
$92K 0.03%
1,938
-363
290
$92K 0.03%
+16,252
291
$92K 0.03%
1,436
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292
$91K 0.03%
4,544
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293
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515
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294
$91K 0.03%
1,715
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295
$91K 0.03%
1,601
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296
$91K 0.03%
+4,051
297
$90K 0.03%
4,984
+510
298
$90K 0.03%
+2,841
299
$90K 0.03%
1,710
300
$89K 0.03%
4,248
+369
10 11
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