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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.96M
3
+$3.73M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.46M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.25%
2 Financials 5.88%
3 Communication Services 4.79%
4 Energy 4.64%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$402K 0.3%
+100,000
77
$387K 0.29%
+14,828
78
$380K 0.28%
+3,391
79
$371K 0.28%
+10,234
80
$360K 0.27%
+12,102
81
$344K 0.26%
+29,734
82
$344K 0.26%
+4,877
83
$326K 0.24%
+5,597
84
$315K 0.24%
+2,096
85
$310K 0.23%
+7,333
86
$303K 0.23%
+255
87
$298K 0.22%
+2,485
88
$297K 0.22%
+13,492
89
$293K 0.22%
+1,938
90
$285K 0.21%
+2,823
91
$285K 0.21%
+19,392
92
$279K 0.21%
+9,640
93
$277K 0.21%
+17,840
94
$277K 0.21%
+11,525
95
$265K 0.2%
+6,340
96
$258K 0.19%
+5,232
97
$249K 0.19%
+25,563
98
$249K 0.19%
+4,534
99
$248K 0.19%
+6,115
100
$247K 0.18%
+2,636
2 3
4
5 6