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
826
$1K ﹤0.01%
+19
827
$1K ﹤0.01%
20
828
$1K ﹤0.01%
67
829
$1K ﹤0.01%
260
830
$1K ﹤0.01%
33
831
$1K ﹤0.01%
25
832
$1K ﹤0.01%
45
+1
833
$1K ﹤0.01%
75
834
$1K ﹤0.01%
13
835
$1K ﹤0.01%
+17
836
$1K ﹤0.01%
20
837
$1K ﹤0.01%
11
838
$1K ﹤0.01%
68
839
$1K ﹤0.01%
+29
840
$1K ﹤0.01%
+42
841
$1K ﹤0.01%
50
-50
842
$1K ﹤0.01%
1
843
– –
0
844
$1K ﹤0.01%
+61
845
$1K ﹤0.01%
47
846
$1K ﹤0.01%
10
847
$1K ﹤0.01%
6
848
$1K ﹤0.01%
14
849
$1K ﹤0.01%
100
850
$1K ﹤0.01%
75
32 33
34
35 36