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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
$232M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$6.67M
3
+$6.63M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.58M
5
MBB icon
iShares MBS ETF
MBB
+$6.51M

Top Sells

1
+$2.83M
2
+$2.41M
3
+$2.26M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.19M
5
COP icon
ConocoPhillips
COP
+$2.09M

Sector Composition

1 Financials 6.01%
2 Technology 4.69%
3 Healthcare 3.76%
4 Consumer Discretionary 2.34%
5 Energy 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
100
-1,216
752
$3K ﹤0.01%
102
753
$3K ﹤0.01%
50
-23
754
$3K ﹤0.01%
1,000
755
$3K ﹤0.01%
15
756
$3K ﹤0.01%
17
757
$2K ﹤0.01%
500
758
$2K ﹤0.01%
63
-26
759
$2K ﹤0.01%
300
760
$2K ﹤0.01%
+150
761
$2K ﹤0.01%
67
762
$2K ﹤0.01%
750
763
$2K ﹤0.01%
48
-123
764
$2K ﹤0.01%
52
765
$2K ﹤0.01%
43
766
$2K ﹤0.01%
36
767
$2K ﹤0.01%
100
768
$2K ﹤0.01%
300
769
$2K ﹤0.01%
66
-1,000
770
$2K ﹤0.01%
124
771
$2K ﹤0.01%
1,500
772
$2K ﹤0.01%
4
773
$2K ﹤0.01%
100
774
$2K ﹤0.01%
80
-400
775
$2K ﹤0.01%
60
29 30
31
32 33