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
526
$14K 0.01%
128
-1
527
$14K 0.01%
+600
528
$14K 0.01%
100
529
$14K 0.01%
700
530
$14K 0.01%
300
531
$14K 0.01%
300
532
$14K 0.01%
129
+1
533
$14K 0.01%
+100
534
$14K 0.01%
10,694
535
$13K 0.01%
240
536
$13K 0.01%
1,350
+1,200
537
$13K 0.01%
299
538
$13K 0.01%
300
539
$13K 0.01%
153
540
$13K 0.01%
+625
541
$13K 0.01%
+206
542
$13K 0.01%
90
543
$13K 0.01%
805
544
$13K 0.01%
378
545
$13K 0.01%
5
546
$13K 0.01%
265
547
$13K 0.01%
900
548
$13K 0.01%
450
-850
549
$13K 0.01%
240
550
$13K 0.01%
500
20 21
22
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