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
$206M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.21M
3
+$3.02M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.67M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.65M

Top Sells

1
+$3.45M
2
+$3.42M
3
+$2.76M
4
VOD icon
Vodafone
VOD
+$2.65M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$2.06M

Sector Composition

1 Financials 4.52%
2 Technology 4.1%
3 Healthcare 3.6%
4 Consumer Discretionary 3.49%
5 Energy 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$25K 0.01%
571
+18
452
$25K 0.01%
124
-41
453
$24K 0.01%
411
454
$24K 0.01%
526
-150
455
$24K 0.01%
895
-25
456
$24K 0.01%
400
457
$24K 0.01%
600
+200
458
$23K 0.01%
964
459
$23K 0.01%
1,600
460
$23K 0.01%
1,375
461
$23K 0.01%
2,188
+8
462
$22K 0.01%
138
+100
463
$22K 0.01%
1,980
464
$22K 0.01%
440
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465
$22K 0.01%
451
466
$22K 0.01%
1,377
467
$21K 0.01%
350
+200
468
$21K 0.01%
1,000
469
$21K 0.01%
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470
$21K 0.01%
700
471
$21K 0.01%
421
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472
$21K 0.01%
440
473
$21K 0.01%
678
474
$21K 0.01%
1,000
475
$21K 0.01%
1,450
+917
17 18
19
20 21