We are live on ! Find out more
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
$322M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.16M
3
+$3.6M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.45M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.28M

Top Sells

1
+$7.04M
2
+$4.15M
3
+$3.52M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.5M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.49M

Sector Composition

1 Financials 7.55%
2 Technology 4.5%
3 Communication Services 3.34%
4 Healthcare 3.08%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$5K ﹤0.01%
85
827
$5K ﹤0.01%
57
828
$5K ﹤0.01%
200
+100
829
$5K ﹤0.01%
239
+1
830
$5K ﹤0.01%
300
831
$5K ﹤0.01%
24
832
$5K ﹤0.01%
51
833
$5K ﹤0.01%
200
834
$5K ﹤0.01%
191
-171
835
$5K ﹤0.01%
550
836
$5K ﹤0.01%
424
837
$5K ﹤0.01%
+300
838
$5K ﹤0.01%
15
839
$4K ﹤0.01%
62
840
$4K ﹤0.01%
260
841
$4K ﹤0.01%
31
842
$4K ﹤0.01%
1,500
-1,450
843
$4K ﹤0.01%
358
844
$4K ﹤0.01%
99
-865
845
$4K ﹤0.01%
30
846
$4K ﹤0.01%
574
847
$4K ﹤0.01%
50
848
$4K ﹤0.01%
161
+134
849
$4K ﹤0.01%
+222
850
$4K ﹤0.01%
124
32 33
34
35 36