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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
976
$1K ﹤0.01%
+100
977
$1K ﹤0.01%
+100
978
$1K ﹤0.01%
+25
979
$1K ﹤0.01%
15
980
– –
0
981
$1K ﹤0.01%
4
982
$1K ﹤0.01%
3
983
$1K ﹤0.01%
+6
984
$1K ﹤0.01%
49
985
$1K ﹤0.01%
104
-176
986
$1K ﹤0.01%
+68
987
$1K ﹤0.01%
89
988
$1K ﹤0.01%
94
989
$1K ﹤0.01%
100
990
$1K ﹤0.01%
30
991
– –
0
992
$1K ﹤0.01%
+500
993
$1K ﹤0.01%
7
994
$1K ﹤0.01%
12
+2
995
– –
-241
996
– –
-1,137
997
– –
-65
998
– –
-138
999
– –
-198
1000
– –
-500
38 39
40
41 42