AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
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
+$5.55M
2
+$4.16M
3
+$3.72M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.63M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.38M

Top Sells

1
+$6.99M
2
+$4.08M
3
+$3.59M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.51M

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
851
$4K ﹤0.01%
50
852
$4K ﹤0.01%
161
+134
853
$4K ﹤0.01%
+222
854
$4K ﹤0.01%
124
855
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70
856
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225
-198
857
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132
858
$4K ﹤0.01%
+150
859
$4K ﹤0.01%
1,500
-1,450
860
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100
861
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159
-141
862
$4K ﹤0.01%
277
-244
863
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143
864
$4K ﹤0.01%
4
865
$4K ﹤0.01%
45
866
$4K ﹤0.01%
1,000
867
$4K ﹤0.01%
40
868
$4K ﹤0.01%
+89
869
$3K ﹤0.01%
66
870
$3K ﹤0.01%
81
871
$3K ﹤0.01%
108
+2
872
$3K ﹤0.01%
66
873
$3K ﹤0.01%
63
874
$3K ﹤0.01%
84
875
$3K ﹤0.01%
+88
33 34
35
36 37