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
426
$20K 0.01%
+238
427
$20K 0.01%
+150
428
$20K 0.01%
+565
429
$20K 0.01%
+1,000
430
$20K 0.01%
+400
431
$20K 0.01%
+1,412
432
$19K 0.01%
+611
433
$19K 0.01%
+131
434
$19K 0.01%
+75
435
$19K 0.01%
+400
436
$19K 0.01%
+150
437
$19K 0.01%
+350
438
$19K 0.01%
+359
439
$19K 0.01%
+200
440
$18K 0.01%
+400
441
$18K 0.01%
+403
442
$18K 0.01%
+170
443
$18K 0.01%
+373
444
$18K 0.01%
+1,000
445
$18K 0.01%
+1,000
446
$18K 0.01%
+400
447
$18K 0.01%
+500
448
$18K 0.01%
+400
449
$17K 0.01%
+1,600
450
$17K 0.01%
+700
16 17
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