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
801
$2K ﹤0.01%
15
802
$2K ﹤0.01%
75
803
$2K ﹤0.01%
30
804
$2K ﹤0.01%
500
805
$2K ﹤0.01%
97
806
$2K ﹤0.01%
300
807
$2K ﹤0.01%
1,000
808
$2K ﹤0.01%
700
+300
809
$2K ﹤0.01%
2,000
+1,000
810
$2K ﹤0.01%
500
-500
811
$2K ﹤0.01%
20
-5
812
$2K ﹤0.01%
38
-1,250
813
$1K ﹤0.01%
11
814
$1K ﹤0.01%
300
815
$1K ﹤0.01%
42
816
$1K ﹤0.01%
12
-49
817
$1K ﹤0.01%
14
818
$1K ﹤0.01%
233
819
$1K ﹤0.01%
90
820
$1K ﹤0.01%
51
821
$1K ﹤0.01%
18
822
$1K ﹤0.01%
18
823
$1K ﹤0.01%
40
824
$1K ﹤0.01%
260
825
$1K ﹤0.01%
123
31 32
33
34 35