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
626
$8K ﹤0.01%
198
-1,682
627
$8K ﹤0.01%
121
+12
628
$8K ﹤0.01%
412
+43
629
$8K ﹤0.01%
586
+59
630
$8K ﹤0.01%
222
631
$8K ﹤0.01%
1,352
+31
632
$8K ﹤0.01%
200
633
$8K ﹤0.01%
55
-20
634
$8K ﹤0.01%
123
+12
635
$8K ﹤0.01%
200
636
$8K ﹤0.01%
+878
637
$8K ﹤0.01%
166
+18
638
$8K ﹤0.01%
127
639
$7K ﹤0.01%
200
640
$7K ﹤0.01%
200
641
$7K ﹤0.01%
200
642
$7K ﹤0.01%
+250
643
$7K ﹤0.01%
+361
644
$7K ﹤0.01%
+300
645
$7K ﹤0.01%
200
646
$7K ﹤0.01%
600
647
$7K ﹤0.01%
500
648
$7K ﹤0.01%
300
-500
649
$7K ﹤0.01%
999
-1,193
650
$7K ﹤0.01%
380
24 25
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