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
726
$2K ﹤0.01%
+76
727
$2K ﹤0.01%
+28
728
$2K ﹤0.01%
+22
729
$2K ﹤0.01%
+33
730
$2K ﹤0.01%
+40
731
– –
0
732
$2K ﹤0.01%
+50
733
$2K ﹤0.01%
+13
734
$2K ﹤0.01%
+11
735
$2K ﹤0.01%
+15
736
$2K ﹤0.01%
+600
737
$2K ﹤0.01%
+300
738
$2K ﹤0.01%
+30
739
$2K ﹤0.01%
+1,199
740
$2K ﹤0.01%
+500
741
$2K ﹤0.01%
+97
742
$2K ﹤0.01%
+350
743
$1K ﹤0.01%
+25
744
$1K ﹤0.01%
+300
745
$1K ﹤0.01%
+15
746
$1K ﹤0.01%
+20
747
$1K ﹤0.01%
+20
748
$1K ﹤0.01%
+30
749
$1K ﹤0.01%
+50
750
$1K ﹤0.01%
+30
28 29
30
31 32