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
$322M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.16M
3
+$3.72M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.63M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.38M

Top Sells

1
+$6.99M
2
+$4.08M
3
+$3.59M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.51M

Sector Composition

1 Financials 7.55%
2 Technology 4.5%
3 Communication Services 3.34%
4 Healthcare 3.08%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$8K ﹤0.01%
47
+8
727
$8K ﹤0.01%
38
728
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241
729
$8K ﹤0.01%
88
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730
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731
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413
732
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250
-3
733
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734
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735
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199
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736
$8K ﹤0.01%
100
737
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738
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22
739
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300
740
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830
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741
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742
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743
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250
744
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338
745
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746
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400
-158
747
$8K ﹤0.01%
533
748
$7K ﹤0.01%
275
-242
749
$7K ﹤0.01%
+99
750
$7K ﹤0.01%
200
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