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
101
$245K 0.18%
+8,283
102
$242K 0.18%
+1,863
103
$242K 0.18%
+2,572
104
$241K 0.18%
+10,930
105
$238K 0.18%
+2,520
106
$236K 0.18%
+3,274
107
$235K 0.18%
+3,390
108
$235K 0.18%
+1,135
109
$234K 0.17%
+2,595
110
$234K 0.17%
+3,571
111
$231K 0.17%
+876
112
$231K 0.17%
+5,059
113
$230K 0.17%
+9,067
114
$229K 0.17%
+5,322
115
$223K 0.17%
+9,248
116
$222K 0.17%
+5,375
117
$218K 0.16%
+1,826
118
$213K 0.16%
+2,262
119
$211K 0.16%
+8,806
120
$208K 0.16%
+26,522
121
$206K 0.15%
+7,596
122
$198K 0.15%
+2,850
123
$196K 0.15%
+6,147
124
$192K 0.14%
+4,548
125
$191K 0.14%
+1,518
3 4
5
6 7