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 4.97%
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
401
$31K 0.02%
1,108
402
$30K 0.02%
381
-200
403
$30K 0.02%
1,240
+990
404
$30K 0.02%
275
405
$30K 0.02%
1,000
+83
406
$30K 0.02%
1,259
407
$30K 0.02%
546
-6,920
408
$29K 0.02%
382
409
$29K 0.02%
1,085
-500
410
$29K 0.02%
320
411
$28K 0.02%
+1,209
412
$28K 0.02%
459
413
$28K 0.02%
250
414
$28K 0.02%
666
415
$28K 0.02%
600
+200
416
$28K 0.02%
572
417
$28K 0.02%
+470
418
$28K 0.02%
+808
419
$27K 0.02%
+287
420
$27K 0.02%
1,950
421
$26K 0.01%
311
422
$26K 0.01%
+1,641
423
$26K 0.01%
553
+53
424
$26K 0.01%
+964
425
$26K 0.01%
225
-7
15 16
17
18 19