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AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Fund
S&P 500
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
+$3.91M
3
+$3.65M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.36M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.24%
2 Financials 5.88%
3 Communication Services 4.79%
4 Energy 4.64%
5 Industrials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$17K 0.01%
+5
452
$17K 0.01%
+450
453
$17K 0.01%
+300
454
$17K 0.01%
+550
455
$17K 0.01%
+1,600
456
$16K 0.01%
+264
457
$16K 0.01%
+200
458
$16K 0.01%
+400
459
$16K 0.01%
+210
460
$15K 0.01%
+810
461
$15K 0.01%
+1,000
462
$15K 0.01%
+3,100
463
$15K 0.01%
+1,500
464
$14K 0.01%
+490
465
$14K 0.01%
+625
466
$14K 0.01%
+200
467
$14K 0.01%
+1,728
468
$14K 0.01%
+145
469
$14K 0.01%
+237
470
$14K 0.01%
+200
471
$14K 0.01%
+750
472
$14K 0.01%
+700
473
$14K 0.01%
+1,000
474
$14K 0.01%
+440
475
$14K 0.01%
+200
17 18
19
20 21