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
$213M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$3.25M
3
+$3.25M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$3.22M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.9M

Top Sells

1
+$9.73M
2
+$7.48M
3
+$7.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.89M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.2M

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
551
$13K 0.01%
458
552
$12K 0.01%
500
553
$12K 0.01%
167
554
$12K 0.01%
1,483
-48
555
$12K 0.01%
376
556
$12K 0.01%
100
557
$12K 0.01%
+149
558
$12K 0.01%
404
559
$12K 0.01%
+150
560
$12K 0.01%
155
+57
561
$12K 0.01%
337
562
$12K 0.01%
165
+61
563
$12K 0.01%
200
564
$12K 0.01%
+254
565
$12K 0.01%
500
566
$11K 0.01%
200
567
$11K 0.01%
200
568
$11K 0.01%
700
569
$11K 0.01%
119
570
$11K 0.01%
626
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571
$11K 0.01%
344
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572
$11K 0.01%
264
-1,484
573
$11K 0.01%
80
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574
$11K 0.01%
136
575
$11K 0.01%
451
21 22
23
24 25