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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
626
$8K ﹤0.01%
55
-20
627
$8K ﹤0.01%
123
+12
628
$8K ﹤0.01%
+878
629
$8K ﹤0.01%
166
+18
630
$8K ﹤0.01%
200
631
$8K ﹤0.01%
412
+43
632
$8K ﹤0.01%
586
+59
633
$8K ﹤0.01%
198
-1,682
634
$8K ﹤0.01%
121
+12
635
$8K ﹤0.01%
222
636
$8K ﹤0.01%
1,352
+31
637
$8K ﹤0.01%
200
638
$8K ﹤0.01%
127
639
$7K ﹤0.01%
500
640
$7K ﹤0.01%
+80
641
$7K ﹤0.01%
200
642
$7K ﹤0.01%
240
+80
643
$7K ﹤0.01%
207
-293
644
$7K ﹤0.01%
+400
645
$7K ﹤0.01%
200
-100
646
$7K ﹤0.01%
200
647
$7K ﹤0.01%
200
648
$7K ﹤0.01%
+250
649
$7K ﹤0.01%
+361
650
$7K ﹤0.01%
+300
24 25
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