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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
601
$10K ﹤0.01%
256
+86
602
$10K ﹤0.01%
451
-71
603
$10K ﹤0.01%
300
604
$10K ﹤0.01%
200
605
$10K ﹤0.01%
900
-1,000
606
$9K ﹤0.01%
76
+8
607
$9K ﹤0.01%
155
-58
608
$9K ﹤0.01%
+150
609
$9K ﹤0.01%
500
-1,500
610
$9K ﹤0.01%
+200
611
$9K ﹤0.01%
202
+28
612
$9K ﹤0.01%
100
613
$9K ﹤0.01%
600
614
$9K ﹤0.01%
119
615
$9K ﹤0.01%
+200
616
$9K ﹤0.01%
150
617
$9K ﹤0.01%
250
+50
618
$9K ﹤0.01%
150
619
$9K ﹤0.01%
1,000
-1,850
620
$9K ﹤0.01%
100
621
$9K ﹤0.01%
489
622
$9K ﹤0.01%
500
623
$9K ﹤0.01%
95
624
$9K ﹤0.01%
95
-8
625
$9K ﹤0.01%
70
23 24
25
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