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
651
$7K ﹤0.01%
+241
652
$7K ﹤0.01%
286
653
$7K ﹤0.01%
200
654
$7K ﹤0.01%
300
655
$7K ﹤0.01%
250
656
$7K ﹤0.01%
222
657
$7K ﹤0.01%
380
658
$7K ﹤0.01%
75
659
$7K ﹤0.01%
300
660
$7K ﹤0.01%
200
661
$6K ﹤0.01%
1,200
662
$6K ﹤0.01%
67
+50
663
$6K ﹤0.01%
100
664
$6K ﹤0.01%
200
665
$6K ﹤0.01%
100
666
$6K ﹤0.01%
300
667
$6K ﹤0.01%
70
668
$6K ﹤0.01%
1,119
+386
669
$6K ﹤0.01%
50
670
$6K ﹤0.01%
250
671
$6K ﹤0.01%
31
672
$6K ﹤0.01%
+61
673
$6K ﹤0.01%
83
674
$6K ﹤0.01%
30
675
$6K ﹤0.01%
255
25 26
27
28 29