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
126
$187K 0.14%
+4,103
127
$187K 0.14%
+4,142
128
$184K 0.14%
+9,742
129
$183K 0.14%
+7,215
130
$182K 0.14%
+5,072
131
$181K 0.14%
+1,135
132
$181K 0.14%
+2,093
133
$175K 0.13%
+2,171
134
$175K 0.13%
+16,464
135
$173K 0.13%
+2,514
136
$169K 0.13%
+3,583
137
$168K 0.13%
+1,747
138
$168K 0.13%
+12,468
139
$167K 0.12%
+3,704
140
$166K 0.12%
+2,596
141
$164K 0.12%
+10,350
142
$164K 0.12%
+3,494
143
$159K 0.12%
+1,105
144
$158K 0.12%
+1,695
145
$157K 0.12%
+1,585
146
$155K 0.12%
+1,382
147
$154K 0.11%
+4,230
148
$153K 0.11%
+998
149
$153K 0.11%
+2,870
150
$149K 0.11%
+1,381
4 5
6
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