We are live on ! Find out more
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
601
$6K ﹤0.01%
+100
602
$6K ﹤0.01%
+600
603
$6K ﹤0.01%
+238
604
$6K ﹤0.01%
+380
605
$6K ﹤0.01%
+72
606
$6K ﹤0.01%
+94
607
$6K ﹤0.01%
+57
608
$6K ﹤0.01%
+2,000
609
$5K ﹤0.01%
+94
610
$5K ﹤0.01%
+100
611
$5K ﹤0.01%
+300
612
$5K ﹤0.01%
+200
613
$5K ﹤0.01%
+910
614
$5K ﹤0.01%
+200
615
$5K ﹤0.01%
+209
616
$5K ﹤0.01%
+210
617
$5K ﹤0.01%
+73
618
$5K ﹤0.01%
+575
619
$5K ﹤0.01%
+132
620
$5K ﹤0.01%
+142
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
23 24
25
26 27