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
$206M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.18M
3
+$3.06M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.64M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.64M

Top Sells

1
+$3.55M
2
+$3.5M
3
+$2.84M
4
VOD icon
Vodafone
VOD
+$2.62M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$2.1M

Sector Composition

1 Financials 4.52%
2 Technology 4.09%
3 Healthcare 3.6%
4 Consumer Discretionary 3.49%
5 Energy 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
– –
-1,500
852
– –
-400
853
– –
-461
854
$0 ﹤0.01%
42
+34
855
– –
-688
856
– –
-810
857
– –
-2,413
858
– –
-1,209
859
– –
-500
860
– –
-4,525
861
– –
-546
862
– –
-225
863
– –
-3,259
864
– –
-300
865
– –
-79
866
– –
-2
867
– –
-5,152
868
– –
-2
869
– –
-8,698
870
– –
-174
871
– –
-1,108
872
– –
-1,457
873
– –
-14,750
874
– –
-14
875
– –
-330
33 34
35
36 37