AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Fund
S&P 500
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
+$5.36M
2
+$3.25M
3
+$3.25M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$3.22M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.9M

Top Sells

1
+$9.73M
2
+$7.48M
3
+$7.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.89M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.2M

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
701
$5K ﹤0.01%
200
702
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121
703
$5K ﹤0.01%
300
704
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181
-400
705
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600
706
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300
707
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708
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25
709
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237
710
$5K ﹤0.01%
150
711
$5K ﹤0.01%
50
712
$5K ﹤0.01%
350
713
$5K ﹤0.01%
+150
714
$5K ﹤0.01%
117
715
$5K ﹤0.01%
100
716
$5K ﹤0.01%
400
717
$5K ﹤0.01%
200
718
$5K ﹤0.01%
100
719
$5K ﹤0.01%
125
720
$5K ﹤0.01%
50
721
$4K ﹤0.01%
137
722
$4K ﹤0.01%
116
723
$4K ﹤0.01%
50
724
$4K ﹤0.01%
+110
725
$4K ﹤0.01%
74
27 28
29
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