We are live on ! Find out more
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
901
$0 ﹤0.01%
4
902
– –
-42,676
903
– –
-72
904
– –
-582
905
– –
-30
906
– –
-655
907
$0 ﹤0.01%
3
908
$0 ﹤0.01%
100
909
$0 ﹤0.01%
4
910
– –
0
911
– –
-100,000
912
$0 ﹤0.01%
8
913
– –
-1,400
914
$0 ﹤0.01%
25
915
– –
-50
916
– –
-200
917
– –
-200
918
– –
-350
919
– –
-488
920
$0 ﹤0.01%
11
921
– –
-100
922
– –
-26,522
923
– –
-1,500
924
$0 ﹤0.01%
14
925
– –
-1,221
34 35 36
37
38