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
$213M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$3.25M
3
+$3.25M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$3.22M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.9M

Top Sells

1
+$9.73M
2
+$7.48M
3
+$7.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.89M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.2M

Sector Composition

1 Financials 7.46%
2 Technology 4.93%
3 Healthcare 3.45%
4 Industrials 3.28%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
202
752
$3K ﹤0.01%
120
+2
753
$3K ﹤0.01%
150
754
$3K ﹤0.01%
23
755
$3K ﹤0.01%
36
756
$3K ﹤0.01%
226
757
$3K ﹤0.01%
+29
758
$3K ﹤0.01%
+150
759
$3K ﹤0.01%
100
760
$3K ﹤0.01%
60
761
$3K ﹤0.01%
+70
762
$3K ﹤0.01%
1,000
763
$3K ﹤0.01%
+33
764
$3K ﹤0.01%
+200
765
$3K ﹤0.01%
185
766
$3K ﹤0.01%
300
767
$3K ﹤0.01%
+184
768
$3K ﹤0.01%
63
769
$3K ﹤0.01%
80
-70
770
$3K ﹤0.01%
44
+1
771
$2K ﹤0.01%
150
772
$2K ﹤0.01%
300
773
$2K ﹤0.01%
42
774
$2K ﹤0.01%
+81
775
$2K ﹤0.01%
560
29 30
31
32 33