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
51
$601K 0.45%
+31,976
52
$586K 0.44%
+21,056
53
$568K 0.42%
+6,416
54
$560K 0.42%
+51,165
55
$539K 0.4%
+9,621
56
$535K 0.4%
+23,400
57
$528K 0.39%
+4,745
58
$500K 0.37%
+5,330
59
$495K 0.37%
+31,923
60
$495K 0.37%
+7,053
61
$493K 0.37%
+17,098
62
$485K 0.36%
+5,991
63
$476K 0.36%
+20,373
64
$459K 0.34%
+4,962
65
$454K 0.34%
+9,686
66
$449K 0.33%
+7,928
67
$438K 0.33%
+15,285
68
$415K 0.31%
+3,293
69
$415K 0.31%
+4,485
70
$410K 0.31%
+7,736
71
$409K 0.31%
+7,698
72
$408K 0.3%
+7,466
73
$407K 0.3%
+12,117
74
$404K 0.3%
+11,577
75
$404K 0.3%
+15,781
1 2
3
4 5