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
601
$10K ﹤0.01%
100
602
$10K ﹤0.01%
200
603
$10K ﹤0.01%
900
-1,000
604
$10K ﹤0.01%
138
+14
605
$10K ﹤0.01%
200
606
$9K ﹤0.01%
+200
607
$9K ﹤0.01%
202
+28
608
$9K ﹤0.01%
100
609
$9K ﹤0.01%
70
610
$9K ﹤0.01%
600
611
$9K ﹤0.01%
119
612
$9K ﹤0.01%
+200
613
$9K ﹤0.01%
150
614
$9K ﹤0.01%
250
+50
615
$9K ﹤0.01%
150
616
$9K ﹤0.01%
1,000
-1,850
617
$9K ﹤0.01%
100
618
$9K ﹤0.01%
489
619
$9K ﹤0.01%
76
+8
620
$9K ﹤0.01%
155
-58
621
$9K ﹤0.01%
+150
622
$9K ﹤0.01%
500
623
$9K ﹤0.01%
95
624
$9K ﹤0.01%
95
-8
625
$9K ﹤0.01%
500
-1,500
23 24
25
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