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
676
$6K ﹤0.01%
349
677
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678
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100
679
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57
680
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303
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+96
683
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684
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685
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75
-741
686
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687
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38
688
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689
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575
690
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190
691
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132
692
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650
693
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695
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86
+1
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+150
697
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+100
698
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+300
699
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+10
700
$5K ﹤0.01%
82