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
476
$21K 0.01%
1,150
477
$20K 0.01%
1,000
478
$20K 0.01%
2,500
+1,794
479
$20K 0.01%
900
+400
480
$20K 0.01%
1,641
481
$20K 0.01%
+350
482
$19K 0.01%
134
+1
483
$19K 0.01%
850
484
$19K 0.01%
1,000
485
$19K 0.01%
75
486
$18K 0.01%
400
487
$18K 0.01%
600
488
$18K 0.01%
611
489
$18K 0.01%
900
490
$18K 0.01%
1,000
491
$18K 0.01%
+915
492
$18K 0.01%
+246
493
$17K 0.01%
300
494
$17K 0.01%
500
495
$17K 0.01%
190
+70
496
$17K 0.01%
+731
497
$17K 0.01%
3,100
498
$17K 0.01%
478
+173
499
$17K 0.01%
250
500
$17K 0.01%
1,200
-85
18 19
20
21 22