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
601
$10K ﹤0.01%
400
+200
602
$9K ﹤0.01%
+8,000
603
$9K ﹤0.01%
+194
604
$9K ﹤0.01%
184
+1
605
$9K ﹤0.01%
190
+40
606
$9K ﹤0.01%
200
607
$9K ﹤0.01%
600
608
$9K ﹤0.01%
583
609
$9K ﹤0.01%
500
610
$9K ﹤0.01%
1,000
611
$9K ﹤0.01%
133
612
$9K ﹤0.01%
750
613
$9K ﹤0.01%
50
614
$9K ﹤0.01%
434
615
$9K ﹤0.01%
251
-43
616
$9K ﹤0.01%
640
+240
617
$9K ﹤0.01%
170
618
$9K ﹤0.01%
100
-200
619
$9K ﹤0.01%
533
620
$9K ﹤0.01%
400
621
$8K ﹤0.01%
700
+100
622
$8K ﹤0.01%
256
+114
623
$8K ﹤0.01%
150
624
$8K ﹤0.01%
250
625
$8K ﹤0.01%
+101
23 24
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