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
$213M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.42M
3
+$3.36M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$3.21M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.93M

Top Sells

1
+$9.95M
2
+$7.51M
3
+$7.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.03M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.32M

Sector Composition

1 Financials 7.46%
2 Technology 4.93%
3 Healthcare 3.45%
4 Industrials 3.28%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
123
-1
777
$2K ﹤0.01%
100
778
$2K ﹤0.01%
60
779
$2K ﹤0.01%
+66
780
$2K ﹤0.01%
26
781
$2K ﹤0.01%
33
782
$2K ﹤0.01%
40
783
$2K ﹤0.01%
86
784
$2K ﹤0.01%
55
785
$2K ﹤0.01%
21
786
$2K ﹤0.01%
50
787
$2K ﹤0.01%
500
788
$2K ﹤0.01%
49
789
$2K ﹤0.01%
50
790
$2K ﹤0.01%
30
791
$2K ﹤0.01%
+86
792
$2K ﹤0.01%
+33
793
$2K ﹤0.01%
160
794
$2K ﹤0.01%
+30
795
$2K ﹤0.01%
150
796
$2K ﹤0.01%
300
797
$2K ﹤0.01%
750
798
$2K ﹤0.01%
100
-100
799
$2K ﹤0.01%
300
800
$2K ﹤0.01%
98
30 31
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