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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
651
$7K ﹤0.01%
200
652
$7K ﹤0.01%
300
-500
653
$7K ﹤0.01%
999
-1,193
654
$7K ﹤0.01%
380
655
$7K ﹤0.01%
71
-5,055
656
$7K ﹤0.01%
+65
657
$7K ﹤0.01%
37
-4,557
658
$7K ﹤0.01%
300
659
$7K ﹤0.01%
+592
660
$7K ﹤0.01%
57
661
$7K ﹤0.01%
140
662
$7K ﹤0.01%
600
663
$6K ﹤0.01%
25
-25
664
$6K ﹤0.01%
100
665
$6K ﹤0.01%
250
+22
666
$6K ﹤0.01%
221
667
$6K ﹤0.01%
200
668
$6K ﹤0.01%
209
669
$6K ﹤0.01%
70
670
$6K ﹤0.01%
75
671
$6K ﹤0.01%
1,500
672
$6K ﹤0.01%
132
673
$6K ﹤0.01%
50
674
$6K ﹤0.01%
31
-100
675
$6K ﹤0.01%
138
25 26
27
28 29