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
$176M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$3.9M
3
+$3.76M
4
IYW icon
iShares US Technology ETF
IYW
+$3.45M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.38M

Top Sells

1
+$3.69M
2
+$2.87M
3
+$2.61M
4
MBB icon
iShares MBS ETF
MBB
+$2.55M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.18M

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
501
$17K 0.01%
200
-913
502
$17K 0.01%
3,100
503
$16K 0.01%
700
504
$16K 0.01%
200
505
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315
-2,259
506
$16K 0.01%
200
-100
507
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810
508
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235
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509
$16K 0.01%
5
510
$16K 0.01%
300
-100
511
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210
512
$16K 0.01%
1,700
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513
$15K 0.01%
330
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514
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320
515
$15K 0.01%
625
516
$15K 0.01%
+450
517
$15K 0.01%
+457
518
$15K 0.01%
434
519
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520
$15K 0.01%
140
521
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300
522
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300
523
$14K 0.01%
240
524
$14K 0.01%
+260
525
$14K 0.01%
212
-25
19 20
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