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
701
$5K ﹤0.01%
200
702
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+86
703
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200
704
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705
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300
706
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181
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708
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710
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25
711
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150
713
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50
714
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350
715
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+150
716
$5K ﹤0.01%
117
717
$5K ﹤0.01%
100
718
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400
719
$5K ﹤0.01%
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125
721
$4K ﹤0.01%
15
722
$4K ﹤0.01%
160
723
$4K ﹤0.01%
137
724
$4K ﹤0.01%
116
725
$4K ﹤0.01%
50
27 28
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30 31