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
$176M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$3.9M
3
+$3.76M
4
IYW icon
iShares US Technology ETF
IYW
+$3.45M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.38M

Top Sells

1
+$3.69M
2
+$2.87M
3
+$2.61M
4
MBB icon
iShares MBS ETF
MBB
+$2.55M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.18M

Sector Composition

1 Technology 4.97%
2 Financials 4.57%
3 Healthcare 3.92%
4 Communication Services 3.89%
5 Energy 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$4K ﹤0.01%
6
727
$4K ﹤0.01%
49
-735
728
$4K ﹤0.01%
198
729
$4K ﹤0.01%
300
730
$4K ﹤0.01%
53
731
$4K ﹤0.01%
100
732
$4K ﹤0.01%
160
733
$4K ﹤0.01%
500
734
$4K ﹤0.01%
100
735
$3K ﹤0.01%
+100
736
$3K ﹤0.01%
23
737
$3K ﹤0.01%
55
738
$3K ﹤0.01%
54
739
$3K ﹤0.01%
55
740
$3K ﹤0.01%
55
741
$3K ﹤0.01%
500
742
$3K ﹤0.01%
300
743
$3K ﹤0.01%
50
-31,074
744
$3K ﹤0.01%
23
745
$3K ﹤0.01%
200
746
$3K ﹤0.01%
36
747
$3K ﹤0.01%
43
748
$3K ﹤0.01%
58
749
$3K ﹤0.01%
132
750
$3K ﹤0.01%
40
28 29
30
31 32