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

Top Buys

1
+$5.44M
2
+$4.16M
3
+$3.6M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.45M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.28M

Top Sells

1
+$7.04M
2
+$4.15M
3
+$3.52M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.5M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.49M

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
751
$7K ﹤0.01%
100
752
$7K ﹤0.01%
200
753
$7K ﹤0.01%
300
754
$7K ﹤0.01%
75
755
$7K ﹤0.01%
50
756
$7K ﹤0.01%
77
+65
757
$7K ﹤0.01%
200
758
$7K ﹤0.01%
210
759
$7K ﹤0.01%
+177
760
$7K ﹤0.01%
275
-242
761
$7K ﹤0.01%
+99
762
$7K ﹤0.01%
200
763
$7K ﹤0.01%
+2
764
$7K ﹤0.01%
150
765
$7K ﹤0.01%
177
766
$7K ﹤0.01%
520
+440
767
$7K ﹤0.01%
115
-110
768
$7K ﹤0.01%
+202
769
$7K ﹤0.01%
50
770
$7K ﹤0.01%
326
771
$7K ﹤0.01%
183
-196
772
$7K ﹤0.01%
824
-598
773
$7K ﹤0.01%
109
-79
774
$7K ﹤0.01%
1,000
775
$7K ﹤0.01%
60
-22
29 30
31
32 33