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

Top Buys

1 +$3.65M
2 +$3.59M
3 +$2.54M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.28M
5
FSK icon
FS KKR Capital
FSK
+$2.15M

Top Sells

1 +$2.58M
2 +$2.54M
3 +$2.4M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$2.07M
5
VQT
iPath S&P VEQTOR ETN
VQT
+$1.96M

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
826
$1K ﹤0.01%
1,000
827
$1K ﹤0.01%
14
828
$1K ﹤0.01%
3,000
829
$1K ﹤0.01%
30
830
$1K ﹤0.01%
38
831
$1K ﹤0.01%
15
832
-255
833
$0 ﹤0.01%
20
834
-1,235
835
-2,975
836
-21,361
837
-21,282
838
-42
839
-1,319
840
-2,375
841
-525
842
-411
843
-55
844
-161
845
-378
846
-703
847
-467
848
-1,047
849
-1,676
850
-22,180