AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
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
+$5.55M
2
+$4.16M
3
+$3.72M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.63M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.38M

Top Sells

1
+$6.99M
2
+$4.08M
3
+$3.59M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.54M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.51M

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%
82
902
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71
903
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200
904
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30
905
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33
906
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40
907
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164
-460
908
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31
909
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25
910
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48
-159
911
$2K ﹤0.01%
42
912
$2K ﹤0.01%
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913
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914
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300
915
$2K ﹤0.01%
42
916
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440
917
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918
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919
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100
920
$2K ﹤0.01%
+57
921
$2K ﹤0.01%
30
922
$2K ﹤0.01%
40
-2,584
923
$2K ﹤0.01%
100
924
$2K ﹤0.01%
67
925
$2K ﹤0.01%
36
35 36
37
38 39