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
251
$74K 0.06%
+844
252
$73K 0.05%
+1,880
253
$73K 0.05%
+1,774
254
$72K 0.05%
+1,061
255
$72K 0.05%
+625
256
$72K 0.05%
+1,973
257
$72K 0.05%
+400
258
$72K 0.05%
+1,890
259
$71K 0.05%
+342
260
$70K 0.05%
+948
261
$70K 0.05%
+428
262
$69K 0.05%
+1,965
263
$69K 0.05%
+1,550
264
$69K 0.05%
+3,350
265
$68K 0.05%
+1,282
266
$68K 0.05%
+6,473
267
$68K 0.05%
+4,300
268
$67K 0.05%
+1,196
269
$67K 0.05%
+7,095
270
$66K 0.05%
+1,750
271
$63K 0.05%
+5,332
272
$63K 0.05%
+4,200
273
$62K 0.05%
+923
274
$61K 0.05%
+502
275
$61K 0.05%
+800
9 10
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