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
101
$406K 0.23%
3,864
+473
102
$398K 0.23%
5,614
+737
103
$396K 0.22%
+6,464
104
$383K 0.22%
+19,927
105
$368K 0.21%
6,688
+1,091
106
$343K 0.19%
3,269
+697
107
$342K 0.19%
4,110
-9,296
108
$332K 0.19%
5,576
+4,908
109
$318K 0.18%
2,795
+200
110
$313K 0.18%
2,170
+74
111
$305K 0.17%
3,585
-1,377
112
$299K 0.17%
9,559
-675
113
$297K 0.17%
7,326
-7
114
$293K 0.17%
8,887
+604
115
$283K 0.16%
1,770
+635
116
$278K 0.16%
1,854
-9
117
$272K 0.15%
1,532
-7,372
118
$271K 0.15%
6,260
-80
119
$270K 0.15%
2,281
+1,083
120
$269K 0.15%
5,443
+384
121
$267K 0.15%
4,909
+375
122
$266K 0.15%
1,888
-50
123
$266K 0.15%
3,151
+666
124
$265K 0.15%
27,279
+1,716
125
$260K 0.15%
711
+346
3 4
5
6 7