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%
30
852
$1K ﹤0.01%
+64
853
$1K ﹤0.01%
28
854
$1K ﹤0.01%
500
855
$1K ﹤0.01%
35
856
$1K ﹤0.01%
97
857
$1K ﹤0.01%
38
858
$1K ﹤0.01%
+13
859
$1K ﹤0.01%
500
860
$0 ﹤0.01%
+10
861
– –
-223
862
– –
-36
863
– –
-50
864
– –
-489
865
– –
-500
866
$0 ﹤0.01%
8
867
$0 ﹤0.01%
25
868
– –
-219
869
– –
-20
870
– –
-317
871
– –
-351
872
– –
-322
873
– –
-613
874
– –
-198
875
– –
-75
33 34
35
36 37