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
526
$10K 0.01%
+184
527
$10K 0.01%
+248
528
$10K 0.01%
+70
529
$10K 0.01%
+340
530
$10K 0.01%
+82
531
$10K 0.01%
+100
532
$10K 0.01%
+97
533
$10K 0.01%
+70
534
$10K 0.01%
+107
535
$10K 0.01%
+100
536
$9K 0.01%
+22
537
$9K 0.01%
+435
538
$9K 0.01%
+100
539
$9K 0.01%
+754
540
$9K 0.01%
+150
541
$9K 0.01%
+75
542
$9K 0.01%
+206
543
$9K 0.01%
+222
544
$9K 0.01%
+489
545
$9K 0.01%
+199
546
$9K 0.01%
+240
547
$9K 0.01%
+126
548
$9K 0.01%
+1,500
549
$9K 0.01%
+50
550
$9K 0.01%
+300
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