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
801
$2K ﹤0.01%
15
802
$2K ﹤0.01%
75
803
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30
804
$2K ﹤0.01%
500
805
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240
806
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30
807
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38
808
$1K ﹤0.01%
15
-300
809
$1K ﹤0.01%
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810
$1K ﹤0.01%
90
811
$1K ﹤0.01%
51
812
$1K ﹤0.01%
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813
$1K ﹤0.01%
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814
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40
815
$1K ﹤0.01%
68
-235
816
$1K ﹤0.01%
300
817
$1K ﹤0.01%
16
-15
818
$1K ﹤0.01%
15
819
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43
820
$1K ﹤0.01%
12
821
$1K ﹤0.01%
20
822
$1K ﹤0.01%
20
823
$1K ﹤0.01%
47
824
$1K ﹤0.01%
700
825
$1K ﹤0.01%
1,500
31 32
33
34 35