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
$270M
AUM Growth
-$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,062
New
Increased
Reduced
Closed

Sector Composition

1 Financials 7.11%
2 Energy 3.92%
3 Healthcare 3.81%
4 Technology 3.23%
5 Consumer Discretionary 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$6K ﹤0.01%
71
+50
727
$6K ﹤0.01%
238
+1
728
$6K ﹤0.01%
177
729
$6K ﹤0.01%
380
730
$6K ﹤0.01%
500
731
$6K ﹤0.01%
640
732
$6K ﹤0.01%
800
733
$6K ﹤0.01%
117
734
$6K ﹤0.01%
+579
735
$6K ﹤0.01%
349
736
$6K ﹤0.01%
100
737
$5K ﹤0.01%
300
738
$5K ﹤0.01%
200
739
$5K ﹤0.01%
125
740
$5K ﹤0.01%
+268
741
$5K ﹤0.01%
2,000
+1,000
742
$5K ﹤0.01%
73
743
$5K ﹤0.01%
38
744
$5K ﹤0.01%
+200
745
$5K ﹤0.01%
99
746
$5K ﹤0.01%
+235
747
$5K ﹤0.01%
21
748
$5K ﹤0.01%
238
749
$5K ﹤0.01%
44
750
$5K ﹤0.01%
200