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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
876
– –
-5,317
877
– –
-49,795
878
– –
-44,668
879
– –
-65
880
– –
-20
881
– –
-1,000
882
$0 ﹤0.01%
2
883
– –
-351
884
– –
-322
885
– –
-613
886
– –
-198
887
– –
-75
888
– –
-525
889
– –
-144
890
– –
-50
891
– –
-80
892
– –
-245
893
– –
-159
894
– –
-40
895
– –
-80
896
– –
-169
897
– –
-197
898
– –
-40
899
– –
-75
900
– –
-40
34 35
36
37 38