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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
851
$1K ﹤0.01%
+64
852
$1K ﹤0.01%
28
853
$1K ﹤0.01%
500
854
$1K ﹤0.01%
35
855
$1K ﹤0.01%
97
856
$1K ﹤0.01%
38
857
$1K ﹤0.01%
+13
858
$1K ﹤0.01%
500
859
$1K ﹤0.01%
45
+1
860
– –
-55
861
– –
-20
862
$0 ﹤0.01%
20
863
– –
-156
864
– –
-600
865
– –
-776
866
– –
-3
867
– –
-7
868
– –
-11
869
– –
-35
870
– –
-1
871
$0 ﹤0.01%
+11
872
– –
-13
873
$0 ﹤0.01%
43
874
– –
-54
875
– –
-20,875
33 34
35
36 37