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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
826
$1K ﹤0.01%
3
827
$1K ﹤0.01%
40
828
$1K ﹤0.01%
50
-150
829
$1K ﹤0.01%
14
830
$1K ﹤0.01%
3,000
831
$1K ﹤0.01%
38
832
– –
-255
833
– –
-161
834
– –
-378
835
– –
-703
836
– –
-836
837
– –
-22,104
838
– –
-400
839
– –
-7,510
840
– –
-366
841
– –
-10,150
842
– –
-93,008
843
– –
-89
844
– –
-174,814
845
– –
0
846
– –
-7
847
– –
-225
848
$0 ﹤0.01%
4
849
– –
-232
850
– –
-343
32 33
34
35 36