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
$213M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$3.25M
3
+$3.25M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$3.22M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.9M

Top Sells

1
+$9.73M
2
+$7.48M
3
+$7.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.89M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.2M

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
626
$8K ﹤0.01%
152
627
$8K ﹤0.01%
100
628
$8K ﹤0.01%
128
629
$8K ﹤0.01%
256
+114
630
$8K ﹤0.01%
150
631
$8K ﹤0.01%
250
632
$8K ﹤0.01%
700
+100
633
$8K ﹤0.01%
180
+110
634
$8K ﹤0.01%
+239
635
$8K ﹤0.01%
500
636
$8K ﹤0.01%
200
637
$8K ﹤0.01%
100
638
$8K ﹤0.01%
312
-18
639
$8K ﹤0.01%
47
640
$8K ﹤0.01%
388
+180
641
$8K ﹤0.01%
217
+24
642
$8K ﹤0.01%
358
-142
643
$8K ﹤0.01%
52
-25
644
$8K ﹤0.01%
39
645
$8K ﹤0.01%
150
646
$8K ﹤0.01%
+383
647
$7K ﹤0.01%
200
648
$7K ﹤0.01%
141
649
$7K ﹤0.01%
273
650
$7K ﹤0.01%
145
24 25
26
27 28