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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
$206M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.18M
3
+$3.06M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.64M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.64M

Top Sells

1
+$3.55M
2
+$3.5M
3
+$2.84M
4
VOD icon
Vodafone
VOD
+$2.62M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$2.1M

Sector Composition

1 Financials 4.52%
2 Technology 4.09%
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
726
$4K ﹤0.01%
50
727
$4K ﹤0.01%
6
728
$4K ﹤0.01%
+20
729
$4K ﹤0.01%
300
-3,200
730
$4K ﹤0.01%
82
731
$4K ﹤0.01%
100
732
$4K ﹤0.01%
160
733
$4K ﹤0.01%
300
734
$3K ﹤0.01%
48
735
$3K ﹤0.01%
500
736
$3K ﹤0.01%
49
737
$3K ﹤0.01%
198
738
$3K ﹤0.01%
500
-1,700
739
$3K ﹤0.01%
89
-253
740
$3K ﹤0.01%
70
741
$3K ﹤0.01%
43
-10
742
$3K ﹤0.01%
35
+15
743
$3K ﹤0.01%
17
744
$3K ﹤0.01%
500
745
$3K ﹤0.01%
100
746
$3K ﹤0.01%
15
747
$3K ﹤0.01%
87
748
$3K ﹤0.01%
52
-824
749
$3K ﹤0.01%
40
-15
750
$3K ﹤0.01%
55
28 29
30
31 32