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
$206M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.21M
3
+$3.02M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.67M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.65M

Top Sells

1
+$3.45M
2
+$3.42M
3
+$2.76M
4
VOD icon
Vodafone
VOD
+$2.65M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$2.06M

Sector Composition

1 Financials 4.52%
2 Technology 4.09%
3 Healthcare 3.6%
4 Consumer Discretionary 3.49%
5 Energy 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
300
777
$2K ﹤0.01%
20
778
$2K ﹤0.01%
100
779
$2K ﹤0.01%
60
780
$2K ﹤0.01%
26
781
$2K ﹤0.01%
67
782
$2K ﹤0.01%
76
783
$2K ﹤0.01%
123
784
$2K ﹤0.01%
37
785
$2K ﹤0.01%
23
786
$2K ﹤0.01%
98
787
$2K ﹤0.01%
28
788
$2K ﹤0.01%
34
789
$2K ﹤0.01%
22
790
$2K ﹤0.01%
100
791
$2K ﹤0.01%
33
792
$2K ﹤0.01%
89
793
$2K ﹤0.01%
13
794
$2K ﹤0.01%
20
-6
795
$2K ﹤0.01%
34
796
$2K ﹤0.01%
21
-3
797
$2K ﹤0.01%
318
798
$2K ﹤0.01%
52
799
$2K ﹤0.01%
102
800
$2K ﹤0.01%
36
30 31
32
33 34