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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
$206M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.18M
3
+$3.06M
4
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.64M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.64M

Top Sells

1
+$3.55M
2
+$3.5M
3
+$2.84M
4
VOD icon
Vodafone
VOD
+$2.62M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$2.1M

Sector Composition

1 Financials 4.52%
2 Technology 4.09%
3 Healthcare 3.6%
4 Consumer Discretionary 3.49%
5 Energy 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-100
927
– –
-100
928
– –
-388
929
$0 ﹤0.01%
4
930
– –
-200
931
– –
-3
932
$0 ﹤0.01%
51
933
$0 ﹤0.01%
45
-1
934
$0 ﹤0.01%
+12
935
$0 ﹤0.01%
11
936
– –
-300
937
– –
-7,093
938
$0 ﹤0.01%
11
939
– –
-1,692
940
– –
-100
941
– –
0
942
– –
-297
943
$0 ﹤0.01%
2
944
$0 ﹤0.01%
8
945
$0 ﹤0.01%
25
946
– –
-200
947
– –
-336
948
$0 ﹤0.01%
3
949
– –
-1,100
950
– –
-50
35 36 37
38
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