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
626
$8K ﹤0.01%
+500
627
$8K ﹤0.01%
177
628
$8K ﹤0.01%
152
629
$8K ﹤0.01%
100
630
$8K ﹤0.01%
128
631
$8K ﹤0.01%
180
+110
632
$8K ﹤0.01%
+239
633
$8K ﹤0.01%
500
634
$8K ﹤0.01%
200
635
$8K ﹤0.01%
100
636
$8K ﹤0.01%
312
-18
637
$8K ﹤0.01%
47
638
$8K ﹤0.01%
388
+180
639
$8K ﹤0.01%
217
+24
640
$8K ﹤0.01%
358
-142
641
$8K ﹤0.01%
52
-25
642
$8K ﹤0.01%
39
643
$8K ﹤0.01%
150
644
$8K ﹤0.01%
424
645
$8K ﹤0.01%
300
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