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
501
$17K 0.01%
+400
502
$16K 0.01%
200
-1,150
503
$16K 0.01%
+1,000
504
$16K 0.01%
200
505
$16K 0.01%
584
-412
506
$16K 0.01%
200
507
$16K 0.01%
150
508
$16K 0.01%
400
509
$16K 0.01%
584
-1,000
510
$15K 0.01%
400
511
$15K 0.01%
500
512
$15K 0.01%
223
513
$15K 0.01%
3,000
514
$15K 0.01%
511
515
$15K 0.01%
1,376
-236
516
$15K 0.01%
400
+300
517
$15K 0.01%
625
518
$15K 0.01%
400
519
$15K 0.01%
+557
520
$15K 0.01%
301
-221
521
$15K 0.01%
1,000
522
$15K 0.01%
1,527
523
$15K 0.01%
400
524
$15K 0.01%
1,000
525
$15K 0.01%
63
19 20
21
22 23