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
426
$44K 0.01%
1,745
+33
427
$44K 0.01%
999
428
$44K 0.01%
755
429
$43K 0.01%
462
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$43K 0.01%
282
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431
$42K 0.01%
1,307
-161
432
$42K 0.01%
1,393
433
$42K 0.01%
565
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434
$42K 0.01%
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435
$42K 0.01%
703
436
$41K 0.01%
354
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437
$41K 0.01%
1,750
438
$41K 0.01%
203
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439
$41K 0.01%
1,237
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440
$41K 0.01%
762
441
$40K 0.01%
727
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442
$40K 0.01%
300
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443
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$40K 0.01%
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446
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2,163
447
$40K 0.01%
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448
$40K 0.01%
600
449
$39K 0.01%
802
450
$39K 0.01%
627
16 17
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