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
676
$6K ﹤0.01%
250
+22
677
$6K ﹤0.01%
10
678
$6K ﹤0.01%
400
679
$6K ﹤0.01%
117
680
$6K ﹤0.01%
3
681
$6K ﹤0.01%
349
682
$6K ﹤0.01%
150
683
$6K ﹤0.01%
100
684
$6K ﹤0.01%
107
685
$5K ﹤0.01%
+164
686
$5K ﹤0.01%
+75
687
$5K ﹤0.01%
650
688
$5K ﹤0.01%
21
-2
689
$5K ﹤0.01%
96
690
$5K ﹤0.01%
200
691
$5K ﹤0.01%
112
+100
692
$5K ﹤0.01%
73
693
$5K ﹤0.01%
574
-1
694
$5K ﹤0.01%
190
695
$5K ﹤0.01%
142
696
$5K ﹤0.01%
200
697
$5K ﹤0.01%
83
-376
698
$5K ﹤0.01%
167
-1,359
699
$5K ﹤0.01%
177
700
$5K ﹤0.01%
150
26 27
28
29 30