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
351
$47K 0.02%
857
+37
352
$47K 0.02%
700
353
$47K 0.02%
463
354
$46K 0.02%
487
+34
355
$46K 0.02%
1,816
356
$46K 0.02%
332
+42
357
$45K 0.02%
760
+400
358
$44K 0.02%
1,100
+854
359
$44K 0.02%
1,000
+400
360
$44K 0.02%
3,250
361
$44K 0.02%
473
362
$43K 0.02%
752
363
$43K 0.02%
1,407
-22
364
$42K 0.02%
2,955
+675
365
$42K 0.02%
600
-200
366
$42K 0.02%
478
367
$42K 0.02%
632
368
$41K 0.02%
270
369
$40K 0.02%
481
+100
370
$40K 0.02%
1,286
371
$40K 0.02%
349
-55,128
372
$39K 0.02%
3,772
-1,972
373
$39K 0.02%
+1,000
374
$39K 0.02%
563
+267
375
$39K 0.02%
851
+26
13 14
15
16 17