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
451
$24K 0.01%
507
452
$24K 0.01%
939
+245
453
$24K 0.01%
+335
454
$24K 0.01%
800
455
$24K 0.01%
327
456
$24K 0.01%
360
-258
457
$24K 0.01%
+558
458
$24K 0.01%
2,112
459
$24K 0.01%
757
-50
460
$23K 0.01%
1,375
461
$23K 0.01%
325
462
$23K 0.01%
307
-357
463
$23K 0.01%
+495
464
$23K 0.01%
411
-42
465
$23K 0.01%
383
466
$23K 0.01%
2,000
467
$23K 0.01%
400
468
$22K 0.01%
383
+1
469
$22K 0.01%
451
470
$22K 0.01%
1,085
+6
471
$22K 0.01%
196
472
$22K 0.01%
375
-270
473
$22K 0.01%
+640
474
$21K 0.01%
750
+250
475
$21K 0.01%
+780
17 18
19
20 21