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
726
$2K ﹤0.01%
+128
727
$2K ﹤0.01%
+1
728
$2K ﹤0.01%
+40
729
$2K ﹤0.01%
+200
730
$2K ﹤0.01%
+15
731
$2K ﹤0.01%
+600
732
$2K ﹤0.01%
+300
733
$2K ﹤0.01%
+30
734
$2K ﹤0.01%
+1,199
735
$2K ﹤0.01%
+500
736
$2K ﹤0.01%
+97
737
$2K ﹤0.01%
+350
738
$2K ﹤0.01%
+300
739
$2K ﹤0.01%
+1,000
740
$2K ﹤0.01%
+400
741
$2K ﹤0.01%
+1,000
742
$2K ﹤0.01%
+30
743
$1K ﹤0.01%
+260
744
$1K ﹤0.01%
+26
745
$1K ﹤0.01%
+42
746
$1K ﹤0.01%
+20
747
$1K ﹤0.01%
+14
748
$1K ﹤0.01%
+233
749
$1K ﹤0.01%
+90
750
$1K ﹤0.01%
+51
28 29
30
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