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
576
$7K 0.01%
+264
577
$7K 0.01%
+527
578
$7K 0.01%
+992
579
$7K 0.01%
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580
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+10
581
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+500
582
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583
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+320
584
$7K 0.01%
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585
$7K 0.01%
+53
586
$7K 0.01%
+4
587
$7K 0.01%
+191
588
$7K 0.01%
+75
589
$7K 0.01%
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590
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591
$7K 0.01%
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592
$6K ﹤0.01%
+883
593
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+250
594
$6K ﹤0.01%
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$6K ﹤0.01%
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596
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597
$6K ﹤0.01%
+2,000
598
$6K ﹤0.01%
+23
599
$6K ﹤0.01%
+100
600
$6K ﹤0.01%
+600
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