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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
$175M
AUM Growth
-$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.6M
3
+$2.69M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.42M
5
FSK icon
FS KKR Capital
FSK
+$2.32M

Top Sells

1
+$2.64M
2
+$2.58M
3
+$2.54M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$2.47M
5
IYH icon
iShares US Healthcare ETF
IYH
+$1.99M

Sector Composition

1 Financials 6.08%
2 Technology 4.52%
3 Healthcare 4.48%
4 Consumer Discretionary 3.6%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1K ﹤0.01%
318
802
$1K ﹤0.01%
42
803
$1K ﹤0.01%
20
804
$1K ﹤0.01%
15
805
$1K ﹤0.01%
233
806
$1K ﹤0.01%
124
807
$1K ﹤0.01%
150
808
$1K ﹤0.01%
90
809
$1K ﹤0.01%
51
810
$1K ﹤0.01%
18
811
$1K ﹤0.01%
20
812
$1K ﹤0.01%
40
813
$1K ﹤0.01%
260
814
$1K ﹤0.01%
+33
815
$1K ﹤0.01%
123
816
$1K ﹤0.01%
25
817
$1K ﹤0.01%
35
-2
818
$1K ﹤0.01%
98
819
$1K ﹤0.01%
+7
820
$1K ﹤0.01%
75
821
$1K ﹤0.01%
28
822
$1K ﹤0.01%
17
-7
823
$1K ﹤0.01%
16
824
$1K ﹤0.01%
52
825
$1K ﹤0.01%
1
31 32
33
34 35