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
601
$9K 0.01%
174
-10
602
$9K 0.01%
150
+60
603
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150
604
$9K 0.01%
421
605
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404
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606
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+200
607
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608
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206
609
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222
610
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611
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+1,000
612
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613
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1,500
614
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615
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616
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95
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103
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618
$8K ﹤0.01%
200
619
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278
623
$8K ﹤0.01%
600
624
$8K ﹤0.01%
+500
625
$8K ﹤0.01%
200
23 24
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