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
$213M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.42M
3
+$3.36M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$3.21M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.93M

Top Sells

1
+$9.95M
2
+$7.51M
3
+$7.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.03M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.32M

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
826
$1K ﹤0.01%
38
827
$1K ﹤0.01%
11
828
$1K ﹤0.01%
68
829
$1K ﹤0.01%
+29
830
$1K ﹤0.01%
+42
831
$1K ﹤0.01%
50
-50
832
$1K ﹤0.01%
1
833
$1K ﹤0.01%
50
834
$1K ﹤0.01%
233
835
$1K ﹤0.01%
1,500
836
$1K ﹤0.01%
4
837
$1K ﹤0.01%
90
838
$1K ﹤0.01%
50
-1
839
$1K ﹤0.01%
18
-1,000
840
$1K ﹤0.01%
+19
841
$1K ﹤0.01%
20
842
$1K ﹤0.01%
67
843
$1K ﹤0.01%
260
844
$1K ﹤0.01%
33
845
$1K ﹤0.01%
25
846
$1K ﹤0.01%
45
+1
847
$1K ﹤0.01%
75
848
$1K ﹤0.01%
13
849
$1K ﹤0.01%
20
850
$1K ﹤0.01%
+17
32 33
34
35 36