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
551
$13K 0.01%
458
552
$12K 0.01%
+150
553
$12K 0.01%
+254
554
$12K 0.01%
500
555
$12K 0.01%
500
556
$12K 0.01%
167
557
$12K 0.01%
1,483
-48
558
$12K 0.01%
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559
$12K 0.01%
100
560
$12K 0.01%
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561
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404
562
$12K 0.01%
155
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563
$12K 0.01%
337
564
$12K 0.01%
165
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565
$12K 0.01%
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566
$11K 0.01%
200
567
$11K 0.01%
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568
$11K 0.01%
700
569
$11K 0.01%
119
570
$11K 0.01%
626
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264
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573
$11K 0.01%
80
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574
$11K 0.01%
136
575
$11K 0.01%
430
21 22
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24 25