AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Fund
S&P 500
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
+$7.84M
2
+$6.67M
3
+$6.63M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.58M
5
MBB icon
iShares MBS ETF
MBB
+$6.51M

Top Sells

1
+$2.83M
2
+$2.41M
3
+$2.26M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.19M
5
COP icon
ConocoPhillips
COP
+$2.09M

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%
400
+200
377
$36K 0.02%
800
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%
700
385
$34K 0.01%
455
386
$34K 0.01%
6,050
-850
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
+3
396
$31K 0.01%
666
397
$31K 0.01%
500
398
$30K 0.01%
500
399
$30K 0.01%
1,050
400
$30K 0.01%
2,412
+100
14 15
16
17 18