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
501
$18K 0.01%
138
-7,025
502
$18K 0.01%
200
503
$18K 0.01%
16,699
+1,234
504
$17K 0.01%
300
505
$17K 0.01%
630
-327
506
$17K 0.01%
+450
507
$17K 0.01%
688
-40
508
$17K 0.01%
275
-1,988
509
$17K 0.01%
766
+308
510
$16K 0.01%
645
511
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200
512
$16K 0.01%
277
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513
$16K 0.01%
566
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514
$16K 0.01%
243
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515
$16K 0.01%
1,700
516
$15K 0.01%
500
-1,000
517
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481
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518
$15K 0.01%
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519
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200
520
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5
521
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301
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522
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900
523
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315
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524
$15K 0.01%
445
525
$14K 0.01%
356
+35
19 20
21
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