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
376
$35K 0.02%
725
377
$35K 0.02%
+1,450
378
$35K 0.02%
500
379
$35K 0.02%
165
+15
380
$35K 0.02%
+2,000
381
$34K 0.02%
80
382
$34K 0.02%
735
-25
383
$33K 0.02%
434
+360
384
$33K 0.02%
468
385
$33K 0.02%
+1,800
386
$33K 0.02%
700
387
$33K 0.02%
876
+426
388
$33K 0.02%
800
389
$32K 0.02%
+500
390
$32K 0.02%
960
+160
391
$32K 0.02%
434
+399
392
$32K 0.02%
+1,395
393
$32K 0.02%
+153
394
$32K 0.02%
375
-1,125
395
$31K 0.02%
+462
396
$31K 0.02%
+361
397
$31K 0.02%
270
398
$31K 0.02%
650
+300
399
$31K 0.02%
1,584
400
$31K 0.02%
+1,748
14 15
16
17 18