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
376
$40K 0.02%
804
-222
377
$39K 0.02%
461
-16
378
$38K 0.02%
1,676
+1,412
379
$38K 0.02%
1,133
+683
380
$38K 0.02%
1,188
+731
381
$38K 0.02%
700
382
$37K 0.02%
791
383
$37K 0.02%
700
+100
384
$37K 0.02%
550
385
$37K 0.02%
822
+250
386
$37K 0.02%
+982
387
$37K 0.02%
1,130
+780
388
$36K 0.02%
800
389
$36K 0.02%
703
-8,029
390
$36K 0.02%
521
+32
391
$36K 0.02%
1,995
+120
392
$35K 0.02%
315
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393
$34K 0.02%
600
394
$33K 0.02%
322
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395
$33K 0.02%
700
-35
396
$33K 0.02%
1,100
397
$33K 0.02%
500
398
$33K 0.02%
+1,697
399
$33K 0.02%
938
-224
400
$32K 0.02%
80
14 15
16
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