AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Quarter Est. Return
1 Year Est. Return
+0.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.42M
3
+$3.36M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$3.21M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$2.93M

Top Sells

1
+$9.95M
2
+$7.51M
3
+$7.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.03M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.32M

Sector Composition

1 Financials 7.46%
2 Technology 4.93%
3 Healthcare 3.45%
4 Industrials 3.28%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$137K 0.06%
1,597
177
$136K 0.06%
5,550
178
$135K 0.06%
2,110
+66
179
$135K 0.06%
1,368
+50
180
$133K 0.06%
2,388
-1,360
181
$133K 0.06%
3,718
-1,008
182
$133K 0.06%
3,148
-100
183
$133K 0.06%
2,482
-23
184
$133K 0.06%
902
+32
185
$133K 0.06%
2,275
+100
186
$133K 0.06%
2,204
187
$131K 0.06%
2,605
+761
188
$131K 0.06%
63,722
+1,316
189
$130K 0.06%
935
190
$129K 0.06%
1,710
+6
191
$127K 0.06%
1,612
+83
192
$126K 0.06%
1,250
+49
193
$126K 0.06%
2,250
194
$124K 0.06%
5,739
+240
195
$124K 0.06%
5,210
+11
196
$123K 0.06%
4,232
-55,664
197
$123K 0.06%
1,216
+117
198
$122K 0.06%
6,361
+979
199
$122K 0.06%
6,623
+213
200
$120K 0.06%
1,615
+44
6 7
8
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