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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
$232M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$6.67M
3
+$6.63M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.58M
5
MBB icon
iShares MBS ETF
MBB
+$6.51M

Top Sells

1
+$2.83M
2
+$2.41M
3
+$2.26M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.19M
5
COP icon
ConocoPhillips
COP
+$2.09M

Sector Composition

1 Financials 6.01%
2 Technology 4.69%
3 Healthcare 3.76%
4 Consumer Discretionary 2.34%
5 Energy 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$7K ﹤0.01%
+222
627
$7K ﹤0.01%
600
-100
628
$7K ﹤0.01%
138
629
$7K ﹤0.01%
183
+96
630
$7K ﹤0.01%
+500
631
$7K ﹤0.01%
+98
632
$7K ﹤0.01%
+54
633
$7K ﹤0.01%
+51
634
$7K ﹤0.01%
202
635
$7K ﹤0.01%
300
636
$7K ﹤0.01%
750
637
$7K ﹤0.01%
103
638
$7K ﹤0.01%
+317
639
$7K ﹤0.01%
424
640
$7K ﹤0.01%
+322
641
$7K ﹤0.01%
2,500
642
$7K ﹤0.01%
200
643
$7K ﹤0.01%
500
644
$7K ﹤0.01%
300
-300
645
$7K ﹤0.01%
400
-677
646
$6K ﹤0.01%
117
647
$6K ﹤0.01%
100
648
$6K ﹤0.01%
200
649
$6K ﹤0.01%
144
+129
650
$6K ﹤0.01%
100
24 25
26
27 28