AIM
Advantage Investment Management Portfolio holdings
AUM
$128M
1-Year Return
0.94%
This Quarter Return
+0.2%
1 Year Return
+0.94%
3 Year Return
+28.58%
5 Year Return
+40.76%
10 Year Return
–
AUM
$128M
AUM Growth
-$2.63M
(-2%)
Cap. Flow
-$3.16M
Cap. Flow
% of AUM
-2.46%
Top 10 Holdings %
Top 10 Hldgs %
29.64%
Holding
993
New
51
Increased
140
Reduced
284
Closed
63
Top Buys
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$726K |
| 2 |
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
|
$509K |
| 3 |
Artisan Partners
APAM
|
$307K |
| 4 |
Telefônica Brasil
VIV
|
$300K |
| 5 |
Ares Capital
ARCC
|
$291K |
Sector Composition
| 1 | Financials | 6.59% |
| 2 | Technology | 5.39% |
| 3 | Healthcare | 5.37% |
| 4 | Industrials | 4.47% |
| 5 | Energy | 4.18% |
