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 6.24%
2 Financials 5.88%
3 Communication Services 4.79%
4 Energy 4.64%
5 Industrials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
+36
702
$2K ﹤0.01%
+132
703
$2K ﹤0.01%
+100
704
$2K ﹤0.01%
+318
705
$2K ﹤0.01%
+307
706
$2K ﹤0.01%
+31
707
$2K ﹤0.01%
+52
708
$2K ﹤0.01%
+43
709
$2K ﹤0.01%
+102
710
$2K ﹤0.01%
+47
711
$2K ﹤0.01%
+128
712
$2K ﹤0.01%
+1
713
$2K ﹤0.01%
+40
714
$2K ﹤0.01%
+200
715
$2K ﹤0.01%
+300
716
$2K ﹤0.01%
+1,000
717
$2K ﹤0.01%
+400
718
$2K ﹤0.01%
+1,000
719
$2K ﹤0.01%
+30
720
$2K ﹤0.01%
+300
721
$2K ﹤0.01%
+60
722
$2K ﹤0.01%
+26
723
$2K ﹤0.01%
+20
724
$2K ﹤0.01%
+48
725
$2K ﹤0.01%
+20
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