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
$322M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.16M
3
+$3.72M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.63M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.38M

Top Sells

1
+$6.99M
2
+$4.08M
3
+$3.59M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.51M

Sector Composition

1 Financials 7.55%
2 Technology 4.5%
3 Communication Services 3.34%
4 Healthcare 3.08%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$30K 0.01%
577
+466
502
$30K 0.01%
435
-114
503
$30K 0.01%
1,450
504
$30K 0.01%
600
505
$29K 0.01%
364
-120
506
$29K 0.01%
2,091
-85
507
$29K 0.01%
497
+92
508
$29K 0.01%
1,908
509
$29K 0.01%
451
-50
510
$28K 0.01%
138
-62
511
$28K 0.01%
590
512
$28K 0.01%
978
-44
513
$28K 0.01%
165
+3
514
$28K 0.01%
300
515
$28K 0.01%
374
516
$27K 0.01%
700
517
$27K 0.01%
306
518
$27K 0.01%
780
-57
519
$27K 0.01%
700
520
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318
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521
$27K 0.01%
669
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522
$27K 0.01%
640
523
$27K 0.01%
299
524
$27K 0.01%
125
-15
525
$27K 0.01%
+1,100
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