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
476
$18K 0.01%
260
477
$18K 0.01%
1,225
478
$18K 0.01%
200
479
$18K 0.01%
611
480
$18K 0.01%
1,000
481
$18K 0.01%
1,000
482
$18K 0.01%
154
483
$17K 0.01%
3,000
+1,000
484
$17K 0.01%
1,612
485
$17K 0.01%
900
486
$17K 0.01%
160
487
$17K 0.01%
300
488
$17K 0.01%
63
-22
489
$17K 0.01%
3,100
490
$16K 0.01%
500
491
$16K 0.01%
200
492
$16K 0.01%
1,000
493
$16K 0.01%
133
-14
494
$16K 0.01%
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495
$16K 0.01%
500
496
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497
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498
$15K 0.01%
581
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499
$15K 0.01%
1,000
500
$15K 0.01%
600
18 19
20
21 22