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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
651
$7K ﹤0.01%
+200
652
$7K ﹤0.01%
111
653
$7K ﹤0.01%
3
-1
654
$7K ﹤0.01%
148
-193
655
$7K ﹤0.01%
107
656
$7K ﹤0.01%
127
657
$7K ﹤0.01%
174
658
$7K ﹤0.01%
221
659
$7K ﹤0.01%
+184
660
$6K ﹤0.01%
200
661
$6K ﹤0.01%
349
662
$6K ﹤0.01%
150
663
$6K ﹤0.01%
100
664
$6K ﹤0.01%
200
665
$6K ﹤0.01%
70
666
$6K ﹤0.01%
369
-392
667
$6K ﹤0.01%
8
668
$6K ﹤0.01%
50
669
$6K ﹤0.01%
+225
670
$6K ﹤0.01%
+100
671
$6K ﹤0.01%
250
672
– –
0
673
$6K ﹤0.01%
+228
674
$6K ﹤0.01%
60
675
$6K ﹤0.01%
380
25 26
27
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