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
$206M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.21M
3
+$3.02M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.67M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.65M

Top Sells

1
+$3.45M
2
+$3.42M
3
+$2.76M
4
VOD icon
Vodafone
VOD
+$2.65M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$2.06M

Sector Composition

1 Financials 4.52%
2 Technology 4.1%
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%
71
-5,055
652
$7K ﹤0.01%
+65
653
$7K ﹤0.01%
37
-4,557
654
$7K ﹤0.01%
+80
655
$7K ﹤0.01%
240
+80
656
$7K ﹤0.01%
207
-293
657
$7K ﹤0.01%
+400
658
$7K ﹤0.01%
200
-100
659
$7K ﹤0.01%
300
660
$7K ﹤0.01%
+592
661
$7K ﹤0.01%
57
662
$7K ﹤0.01%
140
663
$6K ﹤0.01%
221
664
$6K ﹤0.01%
200
665
$6K ﹤0.01%
209
666
$6K ﹤0.01%
70
667
$6K ﹤0.01%
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668
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669
$6K ﹤0.01%
132
670
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50
671
$6K ﹤0.01%
31
-100
672
$6K ﹤0.01%
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673
$6K ﹤0.01%
99
674
$6K ﹤0.01%
25
-25
675
$6K ﹤0.01%
100
25 26
27
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