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
426
$26K 0.01%
491
427
$26K 0.01%
553
+53
428
$26K 0.01%
+964
429
$26K 0.01%
400
430
$25K 0.01%
416
431
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+700
432
$25K 0.01%
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-600
433
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1,600
434
$25K 0.01%
2,300
+1,803
435
$24K 0.01%
+1,375
436
$24K 0.01%
801
437
$24K 0.01%
2,592
438
$24K 0.01%
1,875
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439
$24K 0.01%
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440
$24K 0.01%
920
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441
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500
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$23K 0.01%
411
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446
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300
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500
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448
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449
$22K 0.01%
495
450
$22K 0.01%
1,126
16 17
18
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