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
351
$33K 0.02%
+760
352
$33K 0.02%
+1,259
353
$33K 0.02%
+250
354
$33K 0.02%
+312
355
$33K 0.02%
+4,096
356
$33K 0.02%
+400
357
$33K 0.02%
+491
358
$33K 0.02%
+150
359
$32K 0.02%
+3,450
360
$32K 0.02%
+1,000
361
$32K 0.02%
+1,584
362
$31K 0.02%
+400
363
$31K 0.02%
+1,105
364
$31K 0.02%
+1,500
365
$31K 0.02%
+1,100
366
$30K 0.02%
+424
367
$30K 0.02%
+572
368
$30K 0.02%
+882
369
$29K 0.02%
+275
370
$29K 0.02%
+320
371
$28K 0.02%
+380
372
$28K 0.02%
+382
373
$28K 0.02%
+459
374
$28K 0.02%
+666
375
$28K 0.02%
+1,252
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