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
401
$33K 0.02%
700
402
$33K 0.02%
787
+21
403
$33K 0.02%
1,196
404
$33K 0.02%
1,000
+400
405
$32K 0.02%
195
+57
406
$32K 0.02%
500
407
$32K 0.02%
1,549
+118
408
$32K 0.02%
750
+250
409
$32K 0.02%
755
+42
410
$32K 0.02%
904
411
$31K 0.01%
1,050
412
$31K 0.01%
1,507
+4
413
$31K 0.01%
+1,908
414
$31K 0.01%
666
415
$31K 0.01%
841
416
$31K 0.01%
600
-100
417
$31K 0.01%
500
418
$30K 0.01%
1,366
-6,801
419
$30K 0.01%
390
420
$30K 0.01%
451
+50
421
$30K 0.01%
901
422
$30K 0.01%
468
+200
423
$30K 0.01%
750
+420
424
$29K 0.01%
416
425
$29K 0.01%
5,000
15 16
17
18 19