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
126
$257K 0.15%
2,778
-2,552
127
$255K 0.14%
1,662
+664
128
$250K 0.14%
10,749
+1,943
129
$245K 0.14%
9,067
130
$244K 0.14%
2,550
+30
131
$235K 0.13%
3,390
132
$234K 0.13%
8,356
+760
133
$227K 0.13%
4,600
+458
134
$224K 0.13%
4,472
-600
135
$223K 0.13%
9,248
136
$220K 0.12%
5,010
+1,443
137
$218K 0.12%
+1,272
138
$213K 0.12%
2,110
-713
139
$212K 0.12%
2,164
-98
140
$206K 0.12%
8,143
+928
141
$202K 0.11%
1,861
+35
142
$197K 0.11%
4,235
+132
143
$197K 0.11%
4,682
+134
144
$193K 0.11%
+2,481
145
$193K 0.11%
2,652
+481
146
$193K 0.11%
5,876
+5,733
147
$192K 0.11%
2,938
+342
148
$186K 0.11%
11,550
+1,200
149
$185K 0.1%
1,365
-153
150
$184K 0.1%
2,049
4 5
6
7 8