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
301
$54K 0.04%
+583
302
$54K 0.04%
+1,250
303
$53K 0.04%
+2,700
304
$53K 0.04%
+1,288
305
$52K 0.04%
+629
306
$52K 0.04%
+1,522
307
$52K 0.04%
+614
308
$52K 0.04%
+1,325
309
$51K 0.04%
+2,050
310
$50K 0.04%
+435
311
$50K 0.04%
+686
312
$49K 0.04%
+442
313
$48K 0.04%
+2,548
314
$48K 0.04%
+1,444
315
$47K 0.04%
+688
316
$46K 0.03%
+3,780
317
$46K 0.03%
+1,250
318
$45K 0.03%
+917
319
$44K 0.03%
+1,392
320
$44K 0.03%
+510
321
$44K 0.03%
+902
322
$44K 0.03%
+1,782
323
$43K 0.03%
+3,000
324
$43K 0.03%
+2,562
325
$42K 0.03%
+4,234
11 12
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