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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
$175M
AUM Growth
-$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.6M
3
+$2.69M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.42M
5
FSK icon
FS KKR Capital
FSK
+$2.32M

Top Sells

1
+$2.64M
2
+$2.58M
3
+$2.54M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$2.47M
5
IYH icon
iShares US Healthcare ETF
IYH
+$1.99M

Sector Composition

1 Financials 6.08%
2 Technology 4.52%
3 Healthcare 4.48%
4 Consumer Discretionary 3.6%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
4
-4
752
$2K ﹤0.01%
100
753
$2K ﹤0.01%
80
-110
754
$2K ﹤0.01%
28
755
$2K ﹤0.01%
300
756
$2K ﹤0.01%
33
757
$2K ﹤0.01%
40
758
$2K ﹤0.01%
20
759
$2K ﹤0.01%
21
760
$2K ﹤0.01%
+80
761
$2K ﹤0.01%
+1
762
$2K ﹤0.01%
41
763
$2K ﹤0.01%
102
764
$2K ﹤0.01%
36
765
$2K ﹤0.01%
100
-200
766
$2K ﹤0.01%
15
767
$2K ﹤0.01%
300
768
$2K ﹤0.01%
100
-100
769
$2K ﹤0.01%
300
770
$2K ﹤0.01%
87
771
$2K ﹤0.01%
75
772
$2K ﹤0.01%
500
773
$2K ﹤0.01%
70
774
$2K ﹤0.01%
24
-11
775
$2K ﹤0.01%
500
29 30
31
32 33