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
$176M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.93M
3
+$3.76M
4
IYW icon
iShares US Technology ETF
IYW
+$3.44M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.4M

Top Sells

1
+$3.72M
2
+$2.79M
3
+$2.62M
4
MBB icon
iShares MBS ETF
MBB
+$2.53M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.19M

Sector Composition

1 Technology 4.98%
2 Financials 4.57%
3 Healthcare 3.92%
4 Communication Services 3.89%
5 Energy 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$108K 0.06%
1,489
+31
227
$108K 0.06%
786
+98
228
$108K 0.06%
5,184
+434
229
$108K 0.06%
1,323
+1,248
230
$107K 0.06%
1,159
+80
231
$105K 0.06%
1,865
+15
232
$105K 0.06%
2,240
+45
233
$104K 0.06%
+1,319
234
$104K 0.06%
2,903
+2,503
235
$104K 0.06%
2,184
+557
236
$103K 0.06%
666
+566
237
$101K 0.06%
9,610
+28
238
$100K 0.06%
+8,463
239
$100K 0.06%
1,001
+601
240
$100K 0.06%
1,179
+20
241
$99K 0.06%
896
+12
242
$97K 0.06%
1,413
+1,175
243
$97K 0.06%
2,413
-1,817
244
$97K 0.06%
1,179
245
$97K 0.06%
2,182
-500
246
$95K 0.05%
528
-103
247
$95K 0.05%
2,207
+500
248
$95K 0.05%
1,886
249
$94K 0.05%
831
+519
250
$93K 0.05%
2,550
8 9
10
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