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
326
$50K 0.03%
444
+9
327
$50K 0.03%
4,234
328
$50K 0.03%
1,168
-1,846
329
$50K 0.03%
2,760
+1,760
330
$50K 0.03%
970
331
$49K 0.03%
876
-2,695
332
$49K 0.03%
3,500
333
$48K 0.03%
1,526
+4
334
$48K 0.03%
13,056
335
$48K 0.03%
675
+175
336
$46K 0.03%
688
337
$45K 0.03%
1,457
+1,249
338
$45K 0.03%
1,392
339
$45K 0.03%
1,044
340
$45K 0.03%
1,444
341
$45K 0.03%
895
-7
342
$44K 0.02%
876
-384
343
$44K 0.02%
2,754
344
$43K 0.02%
+332
345
$42K 0.02%
5,152
+1,056
346
$42K 0.02%
+684
347
$42K 0.02%
477
+297
348
$41K 0.02%
1,759
+6
349
$41K 0.02%
418
+268
350
$41K 0.02%
1,162
+280
12 13
14
15 16