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

Top Buys

1
+$5.98M
2
+$3.93M
3
+$3.76M
4
IYW icon
iShares US Technology ETF
IYW
+$3.44M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.4M

Top Sells

1
+$3.72M
2
+$2.79M
3
+$2.62M
4
MBB icon
iShares MBS ETF
MBB
+$2.53M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.19M

Sector Composition

1 Technology 4.98%
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
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198
729
$4K ﹤0.01%
300
730
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731
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100
732
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733
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500
734
$4K ﹤0.01%
100
735
$3K ﹤0.01%
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736
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54
737
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738
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55
739
$3K ﹤0.01%
500
740
$3K ﹤0.01%
300
741
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50
-31,074
742
$3K ﹤0.01%
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743
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744
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36
745
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746
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58
747
$3K ﹤0.01%
132
748
$3K ﹤0.01%
40
749
$3K ﹤0.01%
318
750
$3K ﹤0.01%
2
28 29
30
31 32