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
$262M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Sector Composition

1 Financials 6.68%
2 Technology 5.76%
3 Healthcare 4.09%
4 Consumer Staples 3.83%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$7K ﹤0.01%
500
752
$7K ﹤0.01%
60
753
$7K ﹤0.01%
533
754
$7K ﹤0.01%
450
755
$6K ﹤0.01%
+88
756
$6K ﹤0.01%
400
757
$6K ﹤0.01%
260
+250
758
$6K ﹤0.01%
200
759
$6K ﹤0.01%
99
-205
760
$6K ﹤0.01%
300
761
$6K ﹤0.01%
38
762
$6K ﹤0.01%
200
763
$6K ﹤0.01%
160
764
$6K ﹤0.01%
948
765
$6K ﹤0.01%
200
766
$6K ﹤0.01%
119
767
$6K ﹤0.01%
21
768
$6K ﹤0.01%
+85
769
$6K ﹤0.01%
238
770
$6K ﹤0.01%
200
771
$6K ﹤0.01%
+53
772
$6K ﹤0.01%
+52
773
$6K ﹤0.01%
76
774
$6K ﹤0.01%
254
775
$6K ﹤0.01%
275