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
351
$40K 0.02%
450
+131
352
$40K 0.02%
+490
353
$40K 0.02%
2,750
354
$40K 0.02%
225
355
$40K 0.02%
+642
356
$39K 0.02%
1,450
357
$39K 0.02%
+804
358
$39K 0.02%
424
359
$39K 0.02%
+728
360
$38K 0.02%
310
-42
361
$38K 0.02%
+489
362
$38K 0.02%
+625
363
$38K 0.02%
1,000
364
$38K 0.02%
700
365
$37K 0.02%
791
-1,788
366
$37K 0.02%
250
367
$37K 0.02%
+550
368
$37K 0.02%
676
369
$36K 0.02%
473
370
$36K 0.02%
1,100
371
$36K 0.02%
370
372
$36K 0.02%
2,500
-500
373
$36K 0.02%
1,500
+500
374
$35K 0.02%
380
375
$35K 0.02%
+140
13 14
15
16 17