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
301
$60K 0.03%
1,900
+650
302
$60K 0.03%
3,746
+1,184
303
$60K 0.03%
800
304
$59K 0.03%
750
305
$59K 0.03%
442
-711
306
$58K 0.03%
1,100
307
$57K 0.03%
611
308
$57K 0.03%
583
309
$56K 0.03%
1,454
310
$56K 0.03%
7,093
+134
311
$55K 0.03%
1,181
-1,587
312
$55K 0.03%
619
-10
313
$54K 0.03%
7,800
314
$54K 0.03%
1,282
+1,271
315
$54K 0.03%
2,700
316
$53K 0.03%
1,922
-1,333
317
$52K 0.03%
752
+66
318
$52K 0.03%
915
-1,643
319
$52K 0.03%
1,550
320
$52K 0.03%
1,250
321
$52K 0.03%
1,325
322
$52K 0.03%
+1,026
323
$52K 0.03%
+623
324
$51K 0.03%
1,066
-500
325
$51K 0.03%
+1,800
11 12
13
14 15