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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
951
$0 ﹤0.01%
16
-9
952
$0 ﹤0.01%
1,051
953
– –
-6,400
954
$0 ﹤0.01%
38
955
– –
-107
956
$0 ﹤0.01%
8
957
– –
-1,364
958
– –
-700
959
– –
-1,500
960
– –
-14
961
– –
-2,327
962
– –
-514
963
– –
-154
964
$0 ﹤0.01%
+68
965
$0 ﹤0.01%
30
966
– –
-800
967
$0 ﹤0.01%
500
968
$0 ﹤0.01%
1,500
+200
969
– –
-17
970
– –
-250
971
– –
-900
972
– –
-3,960
973
– –
-173
974
$0 ﹤0.01%
7
-10
975
$0 ﹤0.01%
2
36 37 38
39
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