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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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.91M
3
+$3.65M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.36M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.32M

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%
+500
702
$2K ﹤0.01%
+97
703
$2K ﹤0.01%
+350
704
$2K ﹤0.01%
+26
705
$2K ﹤0.01%
+20
706
$2K ﹤0.01%
+48
707
$2K ﹤0.01%
+20
708
$2K ﹤0.01%
+76
709
$2K ﹤0.01%
+23
710
$2K ﹤0.01%
+23
711
$2K ﹤0.01%
+98
712
$2K ﹤0.01%
+290
713
$2K ﹤0.01%
+36
714
$2K ﹤0.01%
+132
715
$2K ﹤0.01%
+28
716
$2K ﹤0.01%
+22
717
$2K ﹤0.01%
+100
718
$2K ﹤0.01%
+33
719
$2K ﹤0.01%
+50
720
$2K ﹤0.01%
+13
721
$2K ﹤0.01%
+11
722
$2K ﹤0.01%
+318
723
$2K ﹤0.01%
+307
724
$2K ﹤0.01%
+31
725
$2K ﹤0.01%
+52
27 28
29
30 31