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
276
$79K 0.04%
1,074
277
$77K 0.04%
342
278
$76K 0.04%
663
+438
279
$75K 0.04%
1,100
280
$74K 0.04%
1,967
+2
281
$74K 0.04%
+1,940
282
$74K 0.04%
12,639
+3,211
283
$73K 0.04%
981
+958
284
$72K 0.04%
1,061
285
$72K 0.04%
400
286
$72K 0.04%
1,880
287
$71K 0.04%
1,550
288
$71K 0.04%
1,963
-10
289
$71K 0.04%
1,316
+1,116
290
$70K 0.04%
+2,471
291
$67K 0.04%
625
292
$66K 0.04%
948
293
$65K 0.04%
1,750
294
$62K 0.04%
463
+35
295
$62K 0.04%
551
+341
296
$61K 0.03%
1,233
-1,372
297
$61K 0.03%
733
+119
298
$61K 0.03%
1,120
-76
299
$60K 0.03%
485
-17
300
$60K 0.03%
1,056
+75
10 11
12
13 14