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
$137M
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.4%
2 Financials 5.4%
3 Healthcare 4.84%
4 Industrials 3.94%
5 Energy 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$10K 0.01%
450
652
$10K 0.01%
830
653
$10K 0.01%
500
654
$10K 0.01%
183
655
$10K 0.01%
150
656
$10K 0.01%
150
657
$10K 0.01%
1,000
658
$10K 0.01%
304
659
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142
660
$9K 0.01%
200
661
$9K 0.01%
100
662
$9K 0.01%
315
+15
663
$9K 0.01%
167
664
$9K 0.01%
88
665
$9K 0.01%
132
666
$9K 0.01%
50
667
$9K 0.01%
624
668
$9K 0.01%
374
+120
669
$9K 0.01%
201
-300
670
$9K 0.01%
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671
$9K 0.01%
300
672
$9K 0.01%
300
673
$9K 0.01%
210
674
$9K 0.01%
84
675
$9K 0.01%
824