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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
1076
– –
-68
1077
– –
-34
1078
– –
-2
1079
– –
-56
1080
– –
-234
1081
– –
-35
1082
– –
-116
1083
– –
0
1084
– –
-253
1085
– –
-18
1086
$0 ﹤0.01%
26
1087
$0 ﹤0.01%
40
1088
– –
-5,558
1089
– –
-400
1090
– –
-3
1091
– –
-877
1092
$0 ﹤0.01%
+33
1093
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-5
1094
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-640
1095
– –
-400
1096
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-88
1097
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-100
1098
– –
-4,380
1099
– –
-1,050
1100
– –
-157
42 43
44
45 46