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
626
$8K ﹤0.01%
200
627
$8K ﹤0.01%
+169
628
$8K ﹤0.01%
264
629
$8K ﹤0.01%
527
630
$8K ﹤0.01%
992
631
$8K ﹤0.01%
10
632
$8K ﹤0.01%
50
-25
633
$8K ﹤0.01%
+263
634
$8K ﹤0.01%
+268
635
$8K ﹤0.01%
109
636
$8K ﹤0.01%
+400
637
$8K ﹤0.01%
336
638
$8K ﹤0.01%
+124
639
$8K ﹤0.01%
300
640
$8K ﹤0.01%
533
641
$7K ﹤0.01%
221
642
$7K ﹤0.01%
+184
643
$7K ﹤0.01%
200
644
$7K ﹤0.01%
1,500
-500
645
$7K ﹤0.01%
141
-129
646
$7K ﹤0.01%
138
647
$7K ﹤0.01%
100
648
$7K ﹤0.01%
600
649
$7K ﹤0.01%
500
650
$7K ﹤0.01%
170
24 25
26
27 28