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AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Fund
S&P 500
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
+$3.91M
3
+$3.65M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$3.36M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.32M

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%
+43
727
$2K ﹤0.01%
+102
728
$2K ﹤0.01%
+47
729
$2K ﹤0.01%
+128
730
$2K ﹤0.01%
+1
731
$2K ﹤0.01%
+40
732
$2K ﹤0.01%
+200
733
$2K ﹤0.01%
+15
734
$2K ﹤0.01%
+600
735
$2K ﹤0.01%
+300
736
$2K ﹤0.01%
+300
737
$2K ﹤0.01%
+1,000
738
$2K ﹤0.01%
+400
739
$2K ﹤0.01%
+1,000
740
$2K ﹤0.01%
+30
741
$2K ﹤0.01%
+300
742
$2K ﹤0.01%
+60
743
$1K ﹤0.01%
+14
744
$1K ﹤0.01%
+37
745
$1K ﹤0.01%
+500
746
$1K ﹤0.01%
+42
747
$1K ﹤0.01%
+20
748
$1K ﹤0.01%
+233
749
$1K ﹤0.01%
+90
750
$1K ﹤0.01%
+51
28 29
30
31 32