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 4.09%
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
476
$21K 0.01%
1,412
477
$20K 0.01%
400
478
$20K 0.01%
511
-1,901
479
$20K 0.01%
611
480
$20K 0.01%
210
481
$20K 0.01%
1,126
482
$20K 0.01%
1,085
483
$20K 0.01%
325
-14
484
$20K 0.01%
435
485
$20K 0.01%
3,500
486
$20K 0.01%
150
487
$20K 0.01%
300
488
$20K 0.01%
150
489
$20K 0.01%
500
490
$20K 0.01%
3,100
491
$19K 0.01%
75
492
$19K 0.01%
154
493
$19K 0.01%
400
494
$19K 0.01%
400
-100
495
$19K 0.01%
800
496
$19K 0.01%
400
-404
497
$19K 0.01%
347
+86
498
$18K 0.01%
542
+52
499
$18K 0.01%
900
500
$18K 0.01%
1,000
-1,760
18 19
20
21 22