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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.91M
3
+$3.65M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.36M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.24%
2 Financials 5.88%
3 Communication Services 4.79%
4 Energy 4.64%
5 Industrials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$8K 0.01%
+208
552
$8K 0.01%
+200
553
$8K 0.01%
+400
554
$8K 0.01%
+461
555
$8K 0.01%
+278
556
$8K 0.01%
+298
557
$8K 0.01%
+85
558
$8K 0.01%
+250
559
$8K 0.01%
+79
560
$8K 0.01%
+1,300
561
$8K 0.01%
+200
562
$8K 0.01%
+336
563
$8K 0.01%
+200
564
$8K 0.01%
+200
565
$8K 0.01%
+533
566
$8K 0.01%
+140
567
$7K 0.01%
+500
568
$7K 0.01%
+170
569
$7K 0.01%
+320
570
$7K 0.01%
+250
571
$7K 0.01%
+221
572
$7K 0.01%
+200
573
$7K 0.01%
+337
574
$7K 0.01%
+200
575
$7K 0.01%
+50
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