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
701
$5K ﹤0.01%
100
702
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703
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300
704
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50
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300
708
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709
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710
$5K ﹤0.01%
100
711
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+20
712
$4K ﹤0.01%
300
-3,200
713
$4K ﹤0.01%
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714
$4K ﹤0.01%
100
715
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160
716
$4K ﹤0.01%
910
717
$4K ﹤0.01%
883
718
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8
719
$4K ﹤0.01%
74
720
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202
721
$4K ﹤0.01%
100
722
$4K ﹤0.01%
121
723
$4K ﹤0.01%
55
724
$4K ﹤0.01%
40
725
$4K ﹤0.01%
300
27 28
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