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
376
$38K 0.02%
7,529
+175
377
$38K 0.02%
1,077
378
$37K 0.02%
+2,204
379
$37K 0.02%
6,570
380
$37K 0.02%
1,450
381
$37K 0.02%
502
+120
382
$37K 0.02%
420
383
$37K 0.02%
1,800
384
$37K 0.02%
400
385
$37K 0.02%
800
386
$37K 0.02%
1,748
387
$36K 0.02%
4,290
+2,000
388
$36K 0.02%
959
389
$36K 0.02%
+350
390
$36K 0.02%
1,450
391
$35K 0.02%
455
392
$35K 0.02%
1,040
+64
393
$35K 0.02%
700
394
$35K 0.02%
+189
395
$34K 0.02%
300
396
$34K 0.02%
787
+737
397
$33K 0.02%
1,629
+300
398
$33K 0.02%
200
399
$33K 0.02%
5,050
-1,000
400
$33K 0.02%
450
14 15
16
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