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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
$206M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.18M
3
+$3.06M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.64M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.64M

Top Sells

1
+$3.55M
2
+$3.5M
3
+$2.84M
4
VOD icon
Vodafone
VOD
+$2.62M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$2.1M

Sector Composition

1 Financials 4.52%
2 Technology 4.09%
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
526
$14K 0.01%
356
+35
527
$14K 0.01%
100
-50
528
$14K 0.01%
265
+62
529
$14K 0.01%
232
+25
530
$14K 0.01%
1,000
531
$14K 0.01%
1,000
532
$14K 0.01%
500
533
$14K 0.01%
300
534
$13K 0.01%
+400
535
$13K 0.01%
260
536
$13K 0.01%
300
537
$13K 0.01%
200
-35
538
$13K 0.01%
612
+4
539
$13K 0.01%
378
-103
540
$13K 0.01%
210
541
$13K 0.01%
300
-350
542
$13K 0.01%
25
+16
543
$13K 0.01%
483
544
$13K 0.01%
525
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545
$13K 0.01%
200
546
$12K 0.01%
347
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547
$12K 0.01%
200
548
$12K 0.01%
500
-200
549
$12K 0.01%
300
550
$12K 0.01%
295
+32
20 21
22
23 24