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
$232M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$6.67M
3
+$6.63M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.58M
5
MBB icon
iShares MBS ETF
MBB
+$6.51M

Top Sells

1
+$2.83M
2
+$2.41M
3
+$2.26M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.19M
5
COP icon
ConocoPhillips
COP
+$2.09M

Sector Composition

1 Financials 6.01%
2 Technology 4.69%
3 Healthcare 3.76%
4 Consumer Discretionary 2.34%
5 Energy 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
36
777
$2K ﹤0.01%
22
778
$2K ﹤0.01%
33
779
$2K ﹤0.01%
40
780
$2K ﹤0.01%
86
781
$2K ﹤0.01%
55
-112
782
$2K ﹤0.01%
21
783
$2K ﹤0.01%
+50
784
$2K ﹤0.01%
65
785
$2K ﹤0.01%
41
786
$2K ﹤0.01%
52
787
$2K ﹤0.01%
43
788
$2K ﹤0.01%
36
789
$2K ﹤0.01%
20
790
$2K ﹤0.01%
50
791
$2K ﹤0.01%
100
792
$2K ﹤0.01%
128
793
$2K ﹤0.01%
4
794
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185
-250
795
$2K ﹤0.01%
300
796
$2K ﹤0.01%
49
797
$2K ﹤0.01%
50
798
$2K ﹤0.01%
300
799
$2K ﹤0.01%
300
800
$2K ﹤0.01%
87
30 31
32
33 34