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
376
$58K 0.02%
550
-200
377
$57K 0.02%
+4,000
378
$56K 0.02%
988
-440
379
$56K 0.02%
326
380
$56K 0.02%
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381
$55K 0.02%
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-607
382
$54K 0.02%
2,202
+50
383
$53K 0.02%
2,850
-550
384
$53K 0.02%
3,850
385
$53K 0.02%
760
386
$53K 0.02%
819
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387
$52K 0.02%
+1,300
388
$52K 0.02%
114
-51
389
$52K 0.02%
1,055
-67
390
$51K 0.02%
1,694
+283
391
$51K 0.02%
1,043
-17
392
$51K 0.02%
3,483
393
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204
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395
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1,000
396
$50K 0.02%
1,011
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397
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746
398
$50K 0.02%
3,706
-564
399
$50K 0.02%
979
-339
400
$49K 0.02%
1,002
-1,150
14 15
16
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