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
726
$4K ﹤0.01%
+110
727
$4K ﹤0.01%
74
728
$4K ﹤0.01%
160
729
$4K ﹤0.01%
100
730
$4K ﹤0.01%
100
731
$4K ﹤0.01%
85
732
$4K ﹤0.01%
132
733
$4K ﹤0.01%
100
734
$4K ﹤0.01%
153
-5
735
$4K ﹤0.01%
177
736
$4K ﹤0.01%
+51
737
$4K ﹤0.01%
300
738
$4K ﹤0.01%
4
739
$4K ﹤0.01%
45
-245
740
$4K ﹤0.01%
57
-1,500
741
$4K ﹤0.01%
200
742
$3K ﹤0.01%
60
743
$3K ﹤0.01%
66
744
$3K ﹤0.01%
910
745
$3K ﹤0.01%
50
-30
746
$3K ﹤0.01%
100
-634
747
$3K ﹤0.01%
63
748
$3K ﹤0.01%
80
-70
749
$3K ﹤0.01%
44
+1
750
$3K ﹤0.01%
30
28 29
30
31 32