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
751
$3K ﹤0.01%
307
752
$3K ﹤0.01%
2
-1
753
$3K ﹤0.01%
108
754
$3K ﹤0.01%
21
755
$3K ﹤0.01%
48
-46
756
$3K ﹤0.01%
+100
757
$3K ﹤0.01%
500
758
$3K ﹤0.01%
200
759
$3K ﹤0.01%
35
760
$3K ﹤0.01%
300
761
$3K ﹤0.01%
87
762
$3K ﹤0.01%
70
763
$3K ﹤0.01%
200
764
$3K ﹤0.01%
+200
765
$3K ﹤0.01%
240
766
$3K ﹤0.01%
+1,500
767
$3K ﹤0.01%
23
768
$3K ﹤0.01%
15
769
$3K ﹤0.01%
17
770
$2K ﹤0.01%
33
771
$2K ﹤0.01%
300
772
$2K ﹤0.01%
20
773
$2K ﹤0.01%
+150
774
$2K ﹤0.01%
+100
775
$2K ﹤0.01%
60
29 30
31
32 33