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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
551
$12K 0.01%
750
552
$12K 0.01%
118
-300
553
$12K 0.01%
+500
554
$12K 0.01%
434
555
$12K 0.01%
1,300
-1,000
556
$12K 0.01%
240
557
$12K 0.01%
130
558
$12K 0.01%
153
559
$12K 0.01%
500
560
$12K 0.01%
85
561
$11K 0.01%
137
+14
562
$11K 0.01%
276
+28
563
$11K 0.01%
167
-45
564
$11K 0.01%
+161
565
$11K 0.01%
378
566
$11K 0.01%
307
567
$11K 0.01%
22
568
$11K 0.01%
700
569
$11K 0.01%
+464
570
$11K 0.01%
200
571
$11K 0.01%
+200
572
$11K 0.01%
200
573
$11K 0.01%
1,500
574
$11K 0.01%
300
575
$11K 0.01%
200
21 22
23
24 25