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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.96M
3
+$3.73M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.46M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.25%
2 Financials 5.88%
3 Communication Services 4.79%
4 Energy 4.64%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
+500
777
$0 ﹤0.01%
+11
778
$0 ﹤0.01%
+3
779
$0 ﹤0.01%
+51
780
$0 ﹤0.01%
+17
781
$0 ﹤0.01%
+1
782
$0 ﹤0.01%
+4
783
$0 ﹤0.01%
+3
784
$0 ﹤0.01%
+20
785
$0 ﹤0.01%
+8
786
$0 ﹤0.01%
+7
787
$0 ﹤0.01%
+3
788
$0 ﹤0.01%
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789
$0 ﹤0.01%
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790
$0 ﹤0.01%
+2
791
– –
0
792
$0 ﹤0.01%
+100
793
$0 ﹤0.01%
+3
794
$0 ﹤0.01%
+4
795
– –
0
796
$0 ﹤0.01%
+8
797
$0 ﹤0.01%
+25
798
$0 ﹤0.01%
+3
799
$0 ﹤0.01%
+3
800
$0 ﹤0.01%
+60
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