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
251
$93K 0.05%
4,312
+2,296
252
$92K 0.05%
2,412
-2,963
253
$92K 0.05%
3,259
254
$91K 0.05%
6,141
-702
255
$90K 0.05%
1,183
256
$90K 0.05%
+1,739
257
$90K 0.05%
+3,750
258
$89K 0.05%
3,950
+165
259
$89K 0.05%
2,393
+368
260
$89K 0.05%
971
+100
261
$89K 0.05%
2,188
-10
262
$88K 0.05%
2,986
+140
263
$88K 0.05%
297
-154
264
$86K 0.05%
1,810
+36
265
$86K 0.05%
3,350
266
$85K 0.05%
1,104
+79
267
$84K 0.05%
735
+10
268
$83K 0.05%
4,300
269
$82K 0.05%
2,931
270
$82K 0.05%
6,096
+1,896
271
$82K 0.05%
801
+18
272
$81K 0.05%
1,400
+920
273
$80K 0.05%
1,282
274
$80K 0.05%
1,224
-200
275
$80K 0.05%
2,033
+143
9 10
11
12 13