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
401
$24K 0.02%
+678
402
$24K 0.02%
+400
403
$23K 0.02%
+300
404
$23K 0.02%
+225
405
$23K 0.02%
+150
406
$23K 0.02%
+1,126
407
$23K 0.02%
+334
408
$23K 0.02%
+450
409
$23K 0.02%
+1,000
410
$22K 0.02%
+342
411
$22K 0.02%
+500
412
$22K 0.02%
+1,000
413
$22K 0.02%
+800
414
$22K 0.02%
+495
415
$22K 0.02%
+470
416
$21K 0.02%
+900
417
$21K 0.02%
+300
418
$21K 0.02%
+800
419
$21K 0.02%
+440
420
$21K 0.02%
+500
421
$21K 0.02%
+1,377
422
$21K 0.02%
+488
423
$20K 0.01%
+222
424
$20K 0.01%
+250
425
$20K 0.01%
+435
15 16
17
18 19