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

Top Buys

1
+$5.55M
2
+$4.16M
3
+$3.72M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.63M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.38M

Top Sells

1
+$6.99M
2
+$4.08M
3
+$3.59M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.51M

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%
300
752
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753
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+93
754
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755
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77
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758
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760
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761
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762
$7K ﹤0.01%
115
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763
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764
$7K ﹤0.01%
50
765
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326
766
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183
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$7K ﹤0.01%
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769
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770
$7K ﹤0.01%
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200
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275
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$7K ﹤0.01%
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$7K ﹤0.01%
200
775
$7K ﹤0.01%
150
29 30
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