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 6.24%
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
626
$5K ﹤0.01%
+60
627
$5K ﹤0.01%
+175
628
$5K ﹤0.01%
+117
629
$5K ﹤0.01%
+198
630
$4K ﹤0.01%
+62
631
$4K ﹤0.01%
+202
632
$4K ﹤0.01%
+100
633
$4K ﹤0.01%
+200
634
$4K ﹤0.01%
+85
635
$4K ﹤0.01%
+43
636
$4K ﹤0.01%
+86
637
$4K ﹤0.01%
+103
638
$4K ﹤0.01%
+74
639
$4K ﹤0.01%
+82
640
$4K ﹤0.01%
+300
641
$4K ﹤0.01%
+70
642
$4K ﹤0.01%
+100
643
$4K ﹤0.01%
+250
644
$4K ﹤0.01%
+1,221
645
$4K ﹤0.01%
+38
646
$4K ﹤0.01%
+54
647
$4K ﹤0.01%
+74
648
$4K ﹤0.01%
+190
649
$4K ﹤0.01%
+500
650
$4K ﹤0.01%
+300
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