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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
901
$3K ﹤0.01%
71
902
$3K ﹤0.01%
200
903
$3K ﹤0.01%
30
904
$3K ﹤0.01%
33
905
$3K ﹤0.01%
50
906
$2K ﹤0.01%
300
907
$2K ﹤0.01%
42
908
$2K ﹤0.01%
440
909
$2K ﹤0.01%
123
910
$2K ﹤0.01%
15
911
$2K ﹤0.01%
150
912
$2K ﹤0.01%
100
913
$2K ﹤0.01%
+57
914
$2K ﹤0.01%
30
915
$2K ﹤0.01%
40
-2,584
916
$2K ﹤0.01%
100
917
$2K ﹤0.01%
67
918
$2K ﹤0.01%
164
-460
919
$2K ﹤0.01%
31
920
$2K ﹤0.01%
25
921
$2K ﹤0.01%
48
-159
922
$2K ﹤0.01%
40
923
$2K ﹤0.01%
36
924
$2K ﹤0.01%
7
-325
925
$2K ﹤0.01%
22
35 36
37
38 39