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

Top Buys

1
+$5.36M
2
+$3.25M
3
+$3.25M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$3.22M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.9M

Top Sells

1
+$9.73M
2
+$7.48M
3
+$7.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.89M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.2M

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%
17
777
$2K ﹤0.01%
123
-1
778
$2K ﹤0.01%
100
779
$2K ﹤0.01%
160
780
$2K ﹤0.01%
60
781
$2K ﹤0.01%
+66
782
$2K ﹤0.01%
26
783
$2K ﹤0.01%
+30
784
$2K ﹤0.01%
300
785
$2K ﹤0.01%
750
786
$2K ﹤0.01%
100
-100
787
$2K ﹤0.01%
300
788
$2K ﹤0.01%
98
789
$2K ﹤0.01%
34
790
$2K ﹤0.01%
22
791
$2K ﹤0.01%
33
792
$2K ﹤0.01%
40
793
$2K ﹤0.01%
86
794
$2K ﹤0.01%
55
795
$2K ﹤0.01%
21
796
$2K ﹤0.01%
50
797
$2K ﹤0.01%
41
798
$2K ﹤0.01%
52
799
$2K ﹤0.01%
43
800
$2K ﹤0.01%
+14
30 31
32
33 34