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

Top Buys

1
+$4.46M
2
+$4.18M
3
+$3.06M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.64M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.64M

Top Sells

1
+$3.55M
2
+$3.5M
3
+$2.84M
4
VOD icon
Vodafone
VOD
+$2.62M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$2.1M

Sector Composition

1 Financials 4.52%
2 Technology 4.09%
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%
200
577
$11K 0.01%
467
+46
578
$11K 0.01%
404
579
$11K 0.01%
133
580
$11K 0.01%
1,100
+108
581
$11K 0.01%
836
+82
582
$11K 0.01%
805
583
$11K 0.01%
200
584
$11K 0.01%
500
585
$11K 0.01%
950
586
$11K 0.01%
106
-8,368
587
$11K 0.01%
77
588
$11K 0.01%
140
+14
589
$11K 0.01%
440
-107
590
$11K 0.01%
348
+36
591
$10K ﹤0.01%
500
-5,058
592
$10K ﹤0.01%
145
593
$10K ﹤0.01%
150
594
$10K ﹤0.01%
138
+14
595
$10K ﹤0.01%
200
596
$10K ﹤0.01%
349
597
$10K ﹤0.01%
300
-33
598
$10K ﹤0.01%
202
-7
599
$10K ﹤0.01%
225
+19
600
$10K ﹤0.01%
100
22 23
24
25 26