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
$176M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.93M
3
+$3.76M
4
IYW icon
iShares US Technology ETF
IYW
+$3.44M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.4M

Top Sells

1
+$3.72M
2
+$2.79M
3
+$2.62M
4
MBB icon
iShares MBS ETF
MBB
+$2.53M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.19M

Sector Composition

1 Technology 4.98%
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
701
$5K ﹤0.01%
198
702
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703
$4K ﹤0.01%
910
704
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883
705
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74
706
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+73
707
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708
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40
709
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710
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711
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712
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300
713
$4K ﹤0.01%
300
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$4K ﹤0.01%
62
715
$4K ﹤0.01%
44
-1,486
716
$4K ﹤0.01%
+231
717
$4K ﹤0.01%
+112
718
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+30
719
$4K ﹤0.01%
+37
720
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33
721
$4K ﹤0.01%
44
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722
$4K ﹤0.01%
4
723
$4K ﹤0.01%
50
724
$4K ﹤0.01%
300
+297
725
$4K ﹤0.01%
+9
27 28
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