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
576
$11K 0.01%
500
577
$11K 0.01%
162
+59
578
$11K 0.01%
500
579
$11K 0.01%
100
580
$11K 0.01%
652
581
$11K 0.01%
483
582
$10K ﹤0.01%
+2,250
583
$10K ﹤0.01%
878
584
$10K ﹤0.01%
242
585
$10K ﹤0.01%
500
586
$10K ﹤0.01%
557
+201
587
$10K ﹤0.01%
301
+1
588
$10K ﹤0.01%
645
589
$10K ﹤0.01%
+132
590
$10K ﹤0.01%
70
591
$10K ﹤0.01%
200
592
$10K ﹤0.01%
+1,645
593
$10K ﹤0.01%
800
-137
594
$10K ﹤0.01%
432
595
$10K ﹤0.01%
100
596
$10K ﹤0.01%
700
597
$10K ﹤0.01%
210
598
$10K ﹤0.01%
150
599
$10K ﹤0.01%
+425
600
$10K ﹤0.01%
767
22 23
24
25 26