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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
901
– –
-13,359
902
– –
-1,400
903
– –
-28
904
– –
-123
905
– –
-138
906
$0 ﹤0.01%
6
907
– –
-8
908
– –
-4,278
909
– –
-202
910
– –
-48,282
911
– –
0
912
$0 ﹤0.01%
4
913
– –
-100
914
– –
-475
915
$0 ﹤0.01%
300
916
$0 ﹤0.01%
15
917
– –
-160
918
– –
-1
919
– –
-102
920
$0 ﹤0.01%
+10
921
– –
-223
922
– –
-36
923
– –
-20
924
– –
-357
925
– –
-625
35 36
37
38 39