AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Fund
S&P 500
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
+$7.84M
2
+$6.67M
3
+$6.63M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.58M
5
MBB icon
iShares MBS ETF
MBB
+$6.51M

Top Sells

1
+$2.83M
2
+$2.41M
3
+$2.26M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.19M
5
COP icon
ConocoPhillips
COP
+$2.09M

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
451
$21K 0.01%
80
452
$21K 0.01%
400
453
$21K 0.01%
850
454
$21K 0.01%
196
+100
455
$21K 0.01%
325
456
$21K 0.01%
268
+150
457
$21K 0.01%
451
458
$21K 0.01%
10,694
459
$20K 0.01%
507
460
$20K 0.01%
360
-2,278
461
$20K 0.01%
382
-36
462
$20K 0.01%
+199
463
$20K 0.01%
201
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464
$20K 0.01%
1,150
-1,200
465
$20K 0.01%
1,641
466
$20K 0.01%
600
467
$19K 0.01%
138
468
$19K 0.01%
568
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$19K 0.01%
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472
$19K 0.01%
2,290
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473
$19K 0.01%
75
474
$19K 0.01%
1,000
475
$19K 0.01%
150
17 18
19
20 21