We are live on ! Find out more
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
$175M
AUM Growth
-$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.6M
3
+$2.69M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.42M
5
FSK icon
FS KKR Capital
FSK
+$2.32M

Top Sells

1
+$2.64M
2
+$2.58M
3
+$2.54M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$2.47M
5
IYH icon
iShares US Healthcare ETF
IYH
+$1.99M

Sector Composition

1 Financials 6.08%
2 Technology 4.52%
3 Healthcare 4.48%
4 Consumer Discretionary 3.6%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$10K 0.01%
500
552
$10K 0.01%
303
+101
553
$9K 0.01%
298
-50
554
$9K 0.01%
500
555
$9K 0.01%
173
-29
556
$9K 0.01%
+500
557
$9K 0.01%
200
558
$9K 0.01%
133
559
$9K 0.01%
500
560
$9K 0.01%
286
-2,650
561
$9K 0.01%
451
562
$9K 0.01%
200
563
$9K 0.01%
100
564
$9K 0.01%
652
+163
565
$9K 0.01%
434
566
$9K 0.01%
450
-1,446
567
$9K 0.01%
77
568
$9K 0.01%
200
-46,100
569
$9K 0.01%
+288
570
$9K 0.01%
1,500
571
$9K 0.01%
483
572
$8K ﹤0.01%
117
-20
573
$8K ﹤0.01%
200
574
$8K ﹤0.01%
237
-39
575
$8K ﹤0.01%
200
21 22
23
24 25