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%
30
777
$2K ﹤0.01%
+86
778
$2K ﹤0.01%
+33
779
$2K ﹤0.01%
+20
780
$2K ﹤0.01%
300
781
$2K ﹤0.01%
42
782
$2K ﹤0.01%
+81
783
$2K ﹤0.01%
560
784
$2K ﹤0.01%
17
785
$2K ﹤0.01%
123
-1
786
$2K ﹤0.01%
100
787
$2K ﹤0.01%
60
788
$2K ﹤0.01%
+66
789
$2K ﹤0.01%
26
790
$2K ﹤0.01%
+30
791
$2K ﹤0.01%
150
792
$2K ﹤0.01%
300
793
$2K ﹤0.01%
750
794
$2K ﹤0.01%
100
-100
795
$2K ﹤0.01%
300
796
$2K ﹤0.01%
98
797
$2K ﹤0.01%
34
798
$2K ﹤0.01%
22
799
$2K ﹤0.01%
33
800
$2K ﹤0.01%
40
30 31
32
33 34