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
401
$30K 0.01%
2,412
+100
402
$30K 0.01%
1,196
-401
403
$29K 0.01%
390
404
$29K 0.01%
976
+624
405
$29K 0.01%
713
406
$29K 0.01%
290
+66
407
$29K 0.01%
1,950
408
$28K 0.01%
416
409
$28K 0.01%
1,018
+1,000
410
$28K 0.01%
250
411
$28K 0.01%
901
+400
412
$28K 0.01%
1,000
413
$27K 0.01%
170
+100
414
$27K 0.01%
3,192
+12
415
$27K 0.01%
1,431
+881
416
$27K 0.01%
382
417
$27K 0.01%
996
-56
418
$27K 0.01%
125
419
$27K 0.01%
547
+43
420
$26K 0.01%
802
+128
421
$26K 0.01%
5,000
+1,300
422
$26K 0.01%
522
-1,539
423
$26K 0.01%
313
424
$25K 0.01%
375
425
$25K 0.01%
+1,350
15 16
17
18 19