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
376
$28K 0.02%
+310
377
$28K 0.02%
+800
378
$28K 0.02%
+500
379
$27K 0.02%
+80
380
$27K 0.02%
+410
381
$27K 0.02%
+2,592
382
$27K 0.02%
+1,021
383
$27K 0.02%
+270
384
$27K 0.02%
+806
385
$27K 0.02%
+1,000
386
$27K 0.02%
+1,950
387
$26K 0.02%
+232
388
$26K 0.02%
+480
389
$26K 0.02%
+500
390
$26K 0.02%
+651
391
$25K 0.02%
+416
392
$25K 0.02%
+250
393
$25K 0.02%
+319
394
$25K 0.02%
+451
395
$25K 0.02%
+210
396
$25K 0.02%
+1,600
397
$25K 0.02%
+1,500
398
$24K 0.02%
+300
399
$24K 0.02%
+801
400
$24K 0.02%
+311
14 15
16
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