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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
576
$11K 0.01%
140
577
$11K 0.01%
200
578
$10K 0.01%
333
+300
579
$10K 0.01%
22
580
$10K 0.01%
100
581
$10K 0.01%
+203
582
$10K 0.01%
+207
583
$10K 0.01%
200
584
$10K 0.01%
100
585
$10K 0.01%
126
586
$10K 0.01%
+200
587
$10K 0.01%
147
588
$10K 0.01%
100
589
$10K 0.01%
435
590
$10K 0.01%
145
591
$10K 0.01%
119
+65
592
$10K 0.01%
150
593
$10K 0.01%
+670
594
$10K 0.01%
+349
595
$10K 0.01%
500
-500
596
$10K 0.01%
150
597
$10K 0.01%
+168
598
$10K 0.01%
224
-40,434
599
$10K 0.01%
85
600
$9K 0.01%
123
-87
22 23
24
25 26