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
776
$2K ﹤0.01%
20
777
$2K ﹤0.01%
67
778
$2K ﹤0.01%
48
779
$2K ﹤0.01%
76
780
$2K ﹤0.01%
98
781
$2K ﹤0.01%
290
782
$2K ﹤0.01%
28
783
$2K ﹤0.01%
34
784
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22
785
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100
786
$2K ﹤0.01%
33
787
$2K ﹤0.01%
+89
788
$2K ﹤0.01%
13
789
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26
-597
790
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+34
791
$2K ﹤0.01%
24
-400
792
$2K ﹤0.01%
31
793
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52
794
$2K ﹤0.01%
43
795
$2K ﹤0.01%
102
796
$2K ﹤0.01%
36
-222
797
$2K ﹤0.01%
71
798
$2K ﹤0.01%
128
799
$2K ﹤0.01%
1
800
$2K ﹤0.01%
40
30 31
32
33 34