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
776
$1K ﹤0.01%
+500
777
$0 ﹤0.01%
+20
778
$0 ﹤0.01%
+8
779
$0 ﹤0.01%
+7
780
$0 ﹤0.01%
+3
781
$0 ﹤0.01%
+7
782
$0 ﹤0.01%
+13
783
$0 ﹤0.01%
+2
784
– –
0
785
$0 ﹤0.01%
+17
786
$0 ﹤0.01%
+1
787
$0 ﹤0.01%
+4
788
$0 ﹤0.01%
+3
789
$0 ﹤0.01%
+100
790
$0 ﹤0.01%
+3
791
$0 ﹤0.01%
+4
792
– –
0
793
$0 ﹤0.01%
+8
794
$0 ﹤0.01%
+25
795
$0 ﹤0.01%
+3
796
$0 ﹤0.01%
+3
797
$0 ﹤0.01%
+11
798
$0 ﹤0.01%
+3
799
$0 ﹤0.01%
+51
800
$0 ﹤0.01%
+60
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