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 4.97%
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
851
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-35
852
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853
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854
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855
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-10,930
856
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857
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858
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-6,473
859
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860
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861
$0 ﹤0.01%
1
-3,292
862
$0 ﹤0.01%
1
863
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-4,132
864
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-806
865
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-451
866
$0 ﹤0.01%
4
867
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-42,676
868
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-72
869
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870
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-30
871
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-655
872
$0 ﹤0.01%
3
873
$0 ﹤0.01%
100
874
$0 ﹤0.01%
4
875
– –
0
33 34
35
36 37