AIM
Advantage Investment Management Portfolio holdings
AUM
$128M
This Quarter Return
+3.16%
1 Year Return
+0.94%
3 Year Return
+28.58%
5 Year Return
+40.76%
10 Year Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.84%
Holding
804
New
800
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.2M |
| 2 |
Apple
AAPL
|
$3.96M |
| 3 |
Vanguard Value ETF
VTV
|
$3.73M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.46M |
| 5 |
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% |
