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
$232M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$7.07M
3
+$6.92M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.65M
5
MBB icon
iShares MBS ETF
MBB
+$6.54M

Top Sells

1
+$2.66M
2
+$2.57M
3
+$2.33M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.27M
5
COP icon
ConocoPhillips
COP
+$2.22M

Sector Composition

1 Financials 6.01%
2 Technology 4.69%
3 Healthcare 3.76%
4 Consumer Discretionary 2.34%
5 Energy 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K ﹤0.01%
+500
552
$11K ﹤0.01%
100
553
$11K ﹤0.01%
+506
554
$11K ﹤0.01%
500
555
$11K ﹤0.01%
77
556
$11K ﹤0.01%
1,000
557
$11K ﹤0.01%
2,112
558
$10K ﹤0.01%
100
559
$10K ﹤0.01%
173
560
$10K ﹤0.01%
119
561
$10K ﹤0.01%
623
+4
562
$10K ﹤0.01%
430
563
$10K ﹤0.01%
200
564
$10K ﹤0.01%
500
565
$10K ﹤0.01%
294
+139
566
$10K ﹤0.01%
39
+18
567
$10K ﹤0.01%
483
568
$10K ﹤0.01%
300
569
$10K ﹤0.01%
+800
570
$9K ﹤0.01%
+432
571
$9K ﹤0.01%
700
572
$9K ﹤0.01%
50
-55
573
$9K ﹤0.01%
75
574
$9K ﹤0.01%
200
575
$9K ﹤0.01%
50
-191
21 22
23
24 25