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
951
$1K ﹤0.01%
85
952
$1K ﹤0.01%
233
953
$1K ﹤0.01%
125
-1,000
954
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24
955
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80
-48
956
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32
957
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90
958
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6
959
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19
960
$1K ﹤0.01%
+100
961
$1K ﹤0.01%
10
962
$1K ﹤0.01%
240
963
$1K ﹤0.01%
+45
964
$1K ﹤0.01%
260
965
$1K ﹤0.01%
+2
966
$1K ﹤0.01%
32
-462
967
$1K ﹤0.01%
12
968
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10
969
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17
970
$1K ﹤0.01%
+17
971
$1K ﹤0.01%
300
972
$1K ﹤0.01%
18
973
$1K ﹤0.01%
29
974
$1K ﹤0.01%
+100
975
$1K ﹤0.01%
+100
37 38
39
40 41