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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
$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
851
$4K ﹤0.01%
70
852
$4K ﹤0.01%
225
-198
853
$4K ﹤0.01%
132
854
$4K ﹤0.01%
+150
855
$4K ﹤0.01%
100
856
$4K ﹤0.01%
159
-141
857
$4K ﹤0.01%
277
-244
858
$4K ﹤0.01%
143
859
$4K ﹤0.01%
4
860
$4K ﹤0.01%
24
861
$4K ﹤0.01%
296
-100
862
$4K ﹤0.01%
50
863
$4K ﹤0.01%
+5
864
$4K ﹤0.01%
184
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%
+120
870
$3K ﹤0.01%
107
-93
871
$3K ﹤0.01%
112
872
$3K ﹤0.01%
66
873
$3K ﹤0.01%
81
874
$3K ﹤0.01%
910
875
$3K ﹤0.01%
100
33 34
35
36 37