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
876
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877
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-91
878
$0 ﹤0.01%
13
879
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880
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881
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0
882
$0 ﹤0.01%
2
883
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0
884
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885
$0 ﹤0.01%
17
886
– –
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887
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888
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889
$0 ﹤0.01%
1
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890
$0 ﹤0.01%
1
891
– –
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892
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893
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894
$0 ﹤0.01%
4
895
– –
-42,676
896
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897
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-97
898
– –
-30
899
– –
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900
$0 ﹤0.01%
3
34 35
36
37 38