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
676
$3K ﹤0.01%
+3
677
$3K ﹤0.01%
+108
678
$3K ﹤0.01%
+21
679
$3K ﹤0.01%
+33
680
$3K ﹤0.01%
+50
681
$3K ﹤0.01%
+6
682
$3K ﹤0.01%
+500
683
$3K ﹤0.01%
+198
684
$3K ﹤0.01%
+87
685
$3K ﹤0.01%
+75
686
$3K ﹤0.01%
+200
687
$3K ﹤0.01%
+53
688
$3K ﹤0.01%
+240
689
$3K ﹤0.01%
+23
690
$3K ﹤0.01%
+1,000
691
$3K ﹤0.01%
+28
692
$3K ﹤0.01%
+42
693
$3K ﹤0.01%
+25
694
$3K ﹤0.01%
+15
695
$3K ﹤0.01%
+17
696
$3K ﹤0.01%
+100
697
$2K ﹤0.01%
+300
698
$2K ﹤0.01%
+60
699
$2K ﹤0.01%
+26
700
$2K ﹤0.01%
+20
26 27
28
29 30