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
$232M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$7.07M
3
+$6.92M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.65M
5
MBB icon
iShares MBS ETF
MBB
+$6.54M

Top Sells

1
+$2.66M
2
+$2.57M
3
+$2.33M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.27M
5
COP icon
ConocoPhillips
COP
+$2.22M

Sector Composition

1 Financials 6.01%
2 Technology 4.69%
3 Healthcare 3.76%
4 Consumer Discretionary 2.34%
5 Energy 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$36K 0.02%
1,450
377
$36K 0.02%
400
+200
378
$35K 0.02%
+1,329
379
$35K 0.02%
1,800
380
$35K 0.02%
270
381
$35K 0.02%
1,300
382
$35K 0.02%
2,280
383
$35K 0.02%
766
384
$34K 0.01%
455
385
$34K 0.01%
6,050
-850
386
$34K 0.01%
700
387
$33K 0.01%
267
+17
388
$33K 0.01%
420
389
$33K 0.01%
700
390
$33K 0.01%
+2,327
391
$32K 0.01%
841
392
$32K 0.01%
1,748
393
$31K 0.01%
300
394
$31K 0.01%
200
-50
395
$31K 0.01%
1,503
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396
$31K 0.01%
666
397
$31K 0.01%
500
398
$30K 0.01%
381
399
$30K 0.01%
500
400
$30K 0.01%
1,050
14 15
16
17 18