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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
1101
– –
-12
1102
– –
-100
1103
$0 ﹤0.01%
20
1104
– –
-1,456
1105
– –
-5
1106
– –
-124
1107
$0 ﹤0.01%
+1
1108
– –
-1,018
1109
– –
-75
1110
– –
-40
1111
– –
-100
1112
– –
-100
1113
$0 ﹤0.01%
10
-7
1114
$0 ﹤0.01%
8
1115
– –
-251
1116
– –
-61
1117
– –
-2,204
1118
– –
-190
1119
– –
-268
1120
– –
-560
1121
– –
-50
1122
– –
-41
1123
– –
-11
1124
– –
-4,821
1125
– –
-60
42 43 44
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