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
$206M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.21M
3
+$3.02M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.67M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.65M

Top Sells

1
+$3.45M
2
+$3.42M
3
+$2.76M
4
VOD icon
Vodafone
VOD
+$2.65M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$2.06M

Sector Composition

1 Financials 4.52%
2 Technology 4.1%
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
576
$11K 0.01%
22
577
$11K 0.01%
700
578
$11K 0.01%
+464
579
$11K 0.01%
200
580
$11K 0.01%
500
581
$11K 0.01%
950
582
$11K 0.01%
106
-8,368
583
$11K 0.01%
77
584
$11K 0.01%
+200
585
$11K 0.01%
200
586
$11K 0.01%
1,500
587
$11K 0.01%
140
+14
588
$11K 0.01%
440
-107
589
$11K 0.01%
300
590
$11K 0.01%
348
+36
591
$10K ﹤0.01%
256
+86
592
$10K ﹤0.01%
430
-68
593
$10K ﹤0.01%
300
594
$10K ﹤0.01%
500
-5,058
595
$10K ﹤0.01%
145
596
$10K ﹤0.01%
150
597
$10K ﹤0.01%
349
598
$10K ﹤0.01%
300
-33
599
$10K ﹤0.01%
202
-7
600
$10K ﹤0.01%
225
+19
22 23
24
25 26