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
351
$67K 0.02%
1,339
+1
352
$66K 0.02%
452
+61
353
$66K 0.02%
929
354
$66K 0.02%
6,150
355
$66K 0.02%
1,102
356
$66K 0.02%
925
357
$65K 0.02%
454
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358
$65K 0.02%
806
-86,700
359
$64K 0.02%
1,746
-44
360
$64K 0.02%
4,024
+340
361
$64K 0.02%
3,075
-405
362
$63K 0.02%
429
+312
363
$63K 0.02%
340
-42
364
$62K 0.02%
1,298
365
$62K 0.02%
882
-112
366
$62K 0.02%
3,360
-57
367
$61K 0.02%
1,150
368
$60K 0.02%
905
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369
$60K 0.02%
1,011
370
$59K 0.02%
315
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371
$59K 0.02%
260
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372
$59K 0.02%
1,320
+82
373
$59K 0.02%
1,139
-36
374
$58K 0.02%
727
-29
375
$58K 0.02%
+2,754
13 14
15
16 17