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
876
$3K ﹤0.01%
910
877
$3K ﹤0.01%
108
+2
878
$3K ﹤0.01%
66
879
$3K ﹤0.01%
63
880
$3K ﹤0.01%
84
881
$3K ﹤0.01%
+88
882
$3K ﹤0.01%
59
883
$3K ﹤0.01%
30
-25
884
$3K ﹤0.01%
23
885
$3K ﹤0.01%
98
886
$3K ﹤0.01%
34
887
$3K ﹤0.01%
22
888
$3K ﹤0.01%
86
889
$3K ﹤0.01%
+25
890
$3K ﹤0.01%
300
891
$3K ﹤0.01%
+120
892
$3K ﹤0.01%
56
-35
893
$3K ﹤0.01%
52
894
$3K ﹤0.01%
70
895
$3K ﹤0.01%
15
-1,624
896
$3K ﹤0.01%
33
897
$3K ﹤0.01%
50
898
$3K ﹤0.01%
500
899
$3K ﹤0.01%
+104
900
$3K ﹤0.01%
600
34 35
36
37 38