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
626
$5K ﹤0.01%
+117
627
$5K ﹤0.01%
+198
628
$5K ﹤0.01%
+497
629
$5K ﹤0.01%
+100
630
$4K ﹤0.01%
+62
631
$4K ﹤0.01%
+38
632
$4K ﹤0.01%
+54
633
$4K ﹤0.01%
+74
634
$4K ﹤0.01%
+190
635
$4K ﹤0.01%
+500
636
$4K ﹤0.01%
+300
637
$4K ﹤0.01%
+650
638
$4K ﹤0.01%
+202
639
$4K ﹤0.01%
+100
640
$4K ﹤0.01%
+200
641
$4K ﹤0.01%
+85
642
$4K ﹤0.01%
+43
643
$4K ﹤0.01%
+86
644
$4K ﹤0.01%
+103
645
$4K ﹤0.01%
+74
646
$4K ﹤0.01%
+143
647
$4K ﹤0.01%
+35
648
$4K ﹤0.01%
+293
649
$4K ﹤0.01%
+82
650
$4K ﹤0.01%
+300
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