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
501
$12K 0.01%
+300
502
$12K 0.01%
+290
503
$12K 0.01%
+547
504
$12K 0.01%
+300
505
$12K 0.01%
+140
506
$12K 0.01%
+341
507
$12K 0.01%
+100
508
$11K 0.01%
+805
509
$11K 0.01%
+200
510
$11K 0.01%
+627
511
$11K 0.01%
+321
512
$11K 0.01%
+600
513
$11K 0.01%
+400
514
$11K 0.01%
+200
515
$11K 0.01%
+150
516
$11K 0.01%
+77
517
$11K 0.01%
+1,500
518
$11K 0.01%
+147
519
$11K 0.01%
+180
520
$10K 0.01%
+473
521
$10K 0.01%
+150
522
$10K 0.01%
+150
523
$10K 0.01%
+133
524
$10K 0.01%
+125
525
$10K 0.01%
+100
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