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
301
$66K 0.03%
691
+49
302
$65K 0.03%
634
+435
303
$65K 0.03%
682
304
$63K 0.03%
750
305
$63K 0.03%
3,740
306
$62K 0.03%
+1,239
307
$62K 0.03%
1,450
308
$62K 0.03%
926
309
$62K 0.03%
2,680
-700
310
$61K 0.03%
1,128
+68
311
$61K 0.03%
2,556
312
$60K 0.03%
550
+350
313
$60K 0.03%
2,367
314
$60K 0.03%
1,084
+5
315
$60K 0.03%
702
+9
316
$59K 0.03%
1,080
-160
317
$59K 0.03%
307
+300
318
$59K 0.03%
1,151
+632
319
$59K 0.03%
1,028
-198
320
$58K 0.03%
1,625
+100
321
$58K 0.03%
479
-249
322
$58K 0.03%
1,300
+100
323
$58K 0.03%
4,234
324
$57K 0.03%
1,753
325
$57K 0.03%
1,444
11 12
13
14 15