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
426
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421
427
$25K 0.01%
519
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428
$25K 0.01%
904
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807
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434
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401
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439
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138
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16 17
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