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
26
$2.03M 0.99%
49,040
+37,306
27
$1.99M 0.97%
18,613
+12,844
28
$1.97M 0.96%
18,114
-432
29
$1.96M 0.95%
13,648
-5,165
30
$1.95M 0.95%
+21,361
31
$1.78M 0.87%
16,639
+6,971
32
$1.71M 0.83%
35,972
+21,346
33
$1.49M 0.72%
+51,974
34
$1.43M 0.7%
36,172
+15,505
35
$1.35M 0.66%
27,906
+25,356
36
$1.35M 0.66%
27,839
+3,065
37
$1.33M 0.65%
11,853
+3,310
38
$1.33M 0.65%
24,429
+21,250
39
$1.31M 0.64%
30,942
+3,564
40
$1.31M 0.64%
80,829
-400
41
$1.3M 0.63%
60,843
+33,592
42
$1.3M 0.63%
24,858
+24,502
43
$1.29M 0.63%
12,265
-11,457
44
$1.28M 0.62%
18,969
-423
45
$1.27M 0.62%
25,426
+6,928
46
$1.2M 0.58%
15,285
+49
47
$1.16M 0.56%
5,643
-8,113
48
$1.16M 0.56%
23,046
+21,160
49
$1.15M 0.56%
43,033
+9,959
50
$1.12M 0.54%
+22,104
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