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

Top Buys

1
+$4.46M
2
+$4.21M
3
+$3.02M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.67M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.65M

Top Sells

1
+$3.45M
2
+$3.42M
3
+$2.76M
4
VOD icon
Vodafone
VOD
+$2.65M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$2.06M

Sector Composition

1 Financials 4.52%
2 Technology 4.1%
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
751
$3K ﹤0.01%
+24
752
$3K ﹤0.01%
35
753
$3K ﹤0.01%
300
754
$3K ﹤0.01%
198
755
$3K ﹤0.01%
87
756
$3K ﹤0.01%
500
-1,700
757
$3K ﹤0.01%
89
-253
758
$3K ﹤0.01%
70
759
$3K ﹤0.01%
43
-10
760
$3K ﹤0.01%
200
761
$3K ﹤0.01%
23
762
$3K ﹤0.01%
+3,000
763
$3K ﹤0.01%
35
+15
764
$3K ﹤0.01%
17
765
$3K ﹤0.01%
500
766
$3K ﹤0.01%
100
767
$2K ﹤0.01%
17
-427
768
$2K ﹤0.01%
+124
769
$2K ﹤0.01%
150
770
$2K ﹤0.01%
100
771
$2K ﹤0.01%
60
772
$2K ﹤0.01%
26
773
$2K ﹤0.01%
21
-3
774
$2K ﹤0.01%
318
775
$2K ﹤0.01%
30
29 30
31
32 33