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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
1026
– –
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1027
$0 ﹤0.01%
+10
1028
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1029
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1030
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1031
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1032
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-600
1033
$0 ﹤0.01%
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1034
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1035
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1036
$0 ﹤0.01%
5
1037
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-45
1038
– –
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1039
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1040
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1041
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1044
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$0 ﹤0.01%
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1046
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1047
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6
1048
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1049
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1050
– –
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40 41
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43 44