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
826
$1K ﹤0.01%
25
827
$1K ﹤0.01%
7
828
$1K ﹤0.01%
12
829
$1K ﹤0.01%
37
830
$1K ﹤0.01%
75
831
$1K ﹤0.01%
10
832
$1K ﹤0.01%
2
833
$1K ﹤0.01%
1,800
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
– –
-150
848
– –
-74
849
– –
-100
850
– –
-600
32 33
34
35 36