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
$232M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
973
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$6.67M
3
+$6.63M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.58M
5
MBB icon
iShares MBS ETF
MBB
+$6.51M

Top Sells

1
+$2.83M
2
+$2.41M
3
+$2.26M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.19M
5
COP icon
ConocoPhillips
COP
+$2.09M

Sector Composition

1 Financials 6.01%
2 Technology 4.69%
3 Healthcare 3.76%
4 Consumer Discretionary 2.34%
5 Energy 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
35
827
$1K ﹤0.01%
+44
828
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7
829
$1K ﹤0.01%
+100
830
$1K ﹤0.01%
75
831
$1K ﹤0.01%
8
832
$1K ﹤0.01%
17
833
$1K ﹤0.01%
2
834
$1K ﹤0.01%
13
835
$1K ﹤0.01%
20
836
$1K ﹤0.01%
+20
837
$1K ﹤0.01%
100
-2,396
838
$1K ﹤0.01%
11
839
$1K ﹤0.01%
68
840
$1K ﹤0.01%
1
-3
841
$1K ﹤0.01%
12
842
– –
0
843
$1K ﹤0.01%
20
844
$1K ﹤0.01%
71
845
$1K ﹤0.01%
1
846
$1K ﹤0.01%
10
847
$1K ﹤0.01%
175
848
$1K ﹤0.01%
15
849
$1K ﹤0.01%
14
850
$1K ﹤0.01%
100
32 33
34
35 36