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
476
$14K 0.01%
+440
477
$14K 0.01%
+200
478
$14K 0.01%
+4
479
$14K 0.01%
+500
480
$14K 0.01%
+300
481
$13K 0.01%
+210
482
$13K 0.01%
+761
483
$13K 0.01%
+100
484
$13K 0.01%
+600
485
$13K 0.01%
+382
486
$13K 0.01%
+320
487
$13K 0.01%
+200
488
$13K 0.01%
+300
489
$13K 0.01%
+900
490
$13K 0.01%
+434
491
$13K 0.01%
+483
492
$13K 0.01%
+300
493
$13K 0.01%
+350
494
$13K 0.01%
+700
495
$13K 0.01%
+200
496
$12K 0.01%
+950
497
$12K 0.01%
+300
498
$12K 0.01%
+200
499
$12K 0.01%
+605
500
$12K 0.01%
+153
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