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
$206M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.21M
3
+$3.02M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.67M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.65M

Top Sells

1
+$3.45M
2
+$3.42M
3
+$2.76M
4
VOD icon
Vodafone
VOD
+$2.65M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$2.06M

Sector Composition

1 Financials 4.52%
2 Technology 4.1%
3 Healthcare 3.6%
4 Consumer Discretionary 3.49%
5 Energy 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$45K 0.02%
1,225
+225
352
$45K 0.02%
684
353
$44K 0.02%
825
-1,040
354
$44K 0.02%
1,450
355
$44K 0.02%
1,206
-72,602
356
$43K 0.02%
767
+709
357
$43K 0.02%
878
+150
358
$42K 0.02%
1,248
-144
359
$42K 0.02%
834
+740
360
$42K 0.02%
1,753
-1,178
361
$42K 0.02%
1,444
362
$42K 0.02%
850
-45
363
$42K 0.02%
436
-1,425
364
$42K 0.02%
+343
365
$41K 0.02%
332
366
$41K 0.02%
1,759
367
$41K 0.02%
1,125
-125
368
$41K 0.02%
1,427
-1,974
369
$41K 0.02%
2,754
370
$41K 0.02%
424
371
$41K 0.02%
158
+18
372
$40K 0.02%
3,000
+250
373
$40K 0.02%
+2,000
374
$40K 0.02%
225
375
$40K 0.02%
642
13 14
15
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