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
276
$60K 0.04%
+1,183
277
$60K 0.04%
+4,050
278
$60K 0.04%
+470
279
$60K 0.04%
+784
280
$59K 0.04%
+750
281
$58K 0.04%
+816
282
$58K 0.04%
+1,260
283
$58K 0.04%
+1,454
284
$57K 0.04%
+1,550
285
$57K 0.04%
+2,016
286
$56K 0.04%
+1,412
287
$56K 0.04%
+679
288
$56K 0.04%
+623
289
$56K 0.04%
+1,186
290
$56K 0.04%
+4,351
291
$56K 0.04%
+6,959
292
$56K 0.04%
+970
293
$55K 0.04%
+611
294
$55K 0.04%
+7,800
295
$55K 0.04%
+900
296
$55K 0.04%
+1,100
297
$55K 0.04%
+1,585
298
$55K 0.04%
+981
299
$55K 0.04%
+13,056
300
$55K 0.04%
+3,500
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