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
$176M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.93M
3
+$3.76M
4
IYW icon
iShares US Technology ETF
IYW
+$3.44M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.4M

Top Sells

1
+$3.72M
2
+$2.79M
3
+$2.62M
4
MBB icon
iShares MBS ETF
MBB
+$2.53M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.19M

Sector Composition

1 Technology 4.98%
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
601
$9K 0.01%
123
-87
602
$9K 0.01%
174
-10
603
$9K 0.01%
150
+60
604
$9K 0.01%
150
605
$9K 0.01%
421
606
$9K 0.01%
404
-2,144
607
$9K 0.01%
+200
608
$9K 0.01%
+209
609
$9K 0.01%
206
610
$9K 0.01%
222
611
$9K 0.01%
489
612
$9K 0.01%
+1,000
613
$9K 0.01%
+200
614
$9K 0.01%
1,500
615
$9K 0.01%
+312
616
$9K 0.01%
50
617
$9K 0.01%
95
-127
618
$8K ﹤0.01%
461
619
$8K ﹤0.01%
200
620
$8K ﹤0.01%
100
621
$8K ﹤0.01%
1,321
+21
622
$8K ﹤0.01%
400
623
$8K ﹤0.01%
278
624
$8K ﹤0.01%
600
625
$8K ﹤0.01%
+500
23 24
25
26 27