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 4.98%
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
26
$1.94M 1.1%
+15,901
27
$1.9M 1.08%
30,263
+29,699
28
$1.61M 0.91%
5,794
+4,918
29
$1.47M 0.83%
81,229
+80,529
30
$1.31M 0.74%
54,460
+40,968
31
$1.25M 0.71%
15,236
+490
32
$1.22M 0.69%
14,514
+8,523
33
$1.21M 0.68%
+24,774
34
$1.2M 0.68%
+27,378
35
$1.18M 0.67%
19,392
+1,164
36
$1.02M 0.58%
9,668
-6,658
37
$993K 0.56%
61,536
+29,613
38
$975K 0.55%
12,158
+2,667
39
$951K 0.54%
9,763
+7,127
40
$951K 0.54%
7,163
+7,081
41
$942K 0.53%
+8,543
42
$933K 0.53%
7,845
+550
43
$921K 0.52%
+18,498
44
$915K 0.52%
+8,474
45
$906K 0.51%
28,105
+3,246
46
$903K 0.51%
8,975
-600
47
$881K 0.5%
32,017
+2,073
48
$874K 0.5%
21,491
+1,025
49
$873K 0.49%
56,711
+5,170
50
$869K 0.49%
4,594
-1,262
1
2
3 4 5