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
826
$1K ﹤0.01%
12
827
$1K ﹤0.01%
37
828
$1K ﹤0.01%
75
829
$1K ﹤0.01%
10
830
$1K ﹤0.01%
2
831
$1K ﹤0.01%
1,800
832
$1K ﹤0.01%
11
833
$1K ﹤0.01%
300
834
$1K ﹤0.01%
15
835
$1K ﹤0.01%
12
-41
836
$1K ﹤0.01%
20
837
$1K ﹤0.01%
20
838
$1K ﹤0.01%
26
839
$1K ﹤0.01%
30
840
$1K ﹤0.01%
13
841
$1K ﹤0.01%
21
842
$1K ﹤0.01%
35
843
– –
0
844
$1K ﹤0.01%
19
845
$1K ﹤0.01%
30
846
$1K ﹤0.01%
2
847
– –
-125
848
$0 ﹤0.01%
20
849
– –
-2,453
850
– –
-7,698
32 33
34
35 36