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
676
$6K ﹤0.01%
100
677
$6K ﹤0.01%
54
-100
678
$6K ﹤0.01%
+273
679
$6K ﹤0.01%
200
+100
680
$6K ﹤0.01%
56
681
$6K ﹤0.01%
+164
682
$6K ﹤0.01%
+63
683
$6K ﹤0.01%
349
684
$6K ﹤0.01%
500
685
$6K ﹤0.01%
100
686
$6K ﹤0.01%
+650
687
$5K ﹤0.01%
50
688
$5K ﹤0.01%
+78
689
$5K ﹤0.01%
132
690
$5K ﹤0.01%
164
691
$5K ﹤0.01%
21
692
$5K ﹤0.01%
+238
693
$5K ﹤0.01%
100
694
$5K ﹤0.01%
59
695
$5K ﹤0.01%
+310
696
$5K ﹤0.01%
200
697
$5K ﹤0.01%
209
698
$5K ﹤0.01%
75
699
$5K ﹤0.01%
73
700
$5K ﹤0.01%
38
-100
26 27
28
29 30