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
601
$6K ﹤0.01%
+238
602
$6K ﹤0.01%
+380
603
$6K ﹤0.01%
+72
604
$6K ﹤0.01%
+94
605
$6K ﹤0.01%
+349
606
$6K ﹤0.01%
+150
607
$6K ﹤0.01%
+100
608
$6K ﹤0.01%
+57
609
$5K ﹤0.01%
+200
610
$5K ﹤0.01%
+910
611
$5K ﹤0.01%
+200
612
$5K ﹤0.01%
+209
613
$5K ﹤0.01%
+210
614
$5K ﹤0.01%
+73
615
$5K ﹤0.01%
+94
616
$5K ﹤0.01%
+575
617
$5K ﹤0.01%
+132
618
$5K ﹤0.01%
+142
619
$5K ﹤0.01%
+100
620
$5K ﹤0.01%
+300
621
$5K ﹤0.01%
+91
622
$5K ﹤0.01%
+177
623
$5K ﹤0.01%
+100
624
$5K ﹤0.01%
+60
625
$5K ﹤0.01%
+175
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