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
651
$4K ﹤0.01%
+70
652
$4K ﹤0.01%
+100
653
$4K ﹤0.01%
+250
654
$4K ﹤0.01%
+1,221
655
$4K ﹤0.01%
+160
656
$3K ﹤0.01%
+55
657
$3K ﹤0.01%
+61
658
$3K ﹤0.01%
+8
659
$3K ﹤0.01%
+35
660
$3K ﹤0.01%
+54
661
$3K ﹤0.01%
+55
662
$3K ﹤0.01%
+55
663
$3K ﹤0.01%
+40
664
$3K ﹤0.01%
+250
665
$3K ﹤0.01%
+67
666
$3K ﹤0.01%
+125
667
$3K ﹤0.01%
+26
668
$3K ﹤0.01%
+35
669
$3K ﹤0.01%
+200
670
$3K ﹤0.01%
+96
671
$3K ﹤0.01%
+200
672
$3K ﹤0.01%
+58
673
$3K ﹤0.01%
+34
674
$3K ﹤0.01%
+150
675
$3K ﹤0.01%
+2
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