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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.96M
3
+$3.73M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.46M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.25%
2 Financials 5.88%
3 Communication Services 4.79%
4 Energy 4.64%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$91K 0.07%
+1,886
227
$90K 0.07%
+329
228
$89K 0.07%
+2,453
229
$89K 0.07%
+871
230
$88K 0.07%
+2,198
231
$88K 0.07%
+1,627
232
$87K 0.06%
+3,255
233
$87K 0.06%
+9,428
234
$86K 0.06%
+783
235
$85K 0.06%
+4,750
236
$85K 0.06%
+1,025
237
$85K 0.06%
+2,000
238
$84K 0.06%
+2,846
239
$83K 0.06%
+3,785
240
$83K 0.06%
+4,132
241
$83K 0.06%
+1,100
242
$83K 0.06%
+1,918
243
$82K 0.06%
+1,707
244
$81K 0.06%
+1,566
245
$81K 0.06%
+2,025
246
$79K 0.06%
+2,931
247
$78K 0.06%
+1,074
248
$77K 0.06%
+1,263
249
$77K 0.06%
+540
250
$76K 0.06%
+725
8 9
10
11 12