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
801
$2K ﹤0.01%
12
802
$2K ﹤0.01%
128
803
$2K ﹤0.01%
175
804
$2K ﹤0.01%
500
805
$2K ﹤0.01%
49
806
$2K ﹤0.01%
50
807
$2K ﹤0.01%
15
808
$2K ﹤0.01%
35
809
$2K ﹤0.01%
300
810
$2K ﹤0.01%
82
811
$2K ﹤0.01%
300
812
$2K ﹤0.01%
87
813
$2K ﹤0.01%
500
814
$2K ﹤0.01%
30
815
$2K ﹤0.01%
+86
816
$2K ﹤0.01%
+33
817
$2K ﹤0.01%
+20
818
$1K ﹤0.01%
20
819
$1K ﹤0.01%
20
820
$1K ﹤0.01%
+17
821
$1K ﹤0.01%
20
822
$1K ﹤0.01%
11
823
$1K ﹤0.01%
68
824
$1K ﹤0.01%
+29
825
$1K ﹤0.01%
+42
31 32
33
34 35