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
151
$178K 0.1%
9,585
-157
152
$178K 0.1%
1,548
+166
153
$177K 0.1%
3,024
+1,268
154
$173K 0.1%
3,741
+37
155
$173K 0.1%
1,672
-75
156
$172K 0.1%
18,408
+1,944
157
$171K 0.1%
+3,179
158
$171K 0.1%
632
159
$167K 0.09%
12,489
+21
160
$167K 0.09%
1,316
+1,313
161
$163K 0.09%
2,600
-250
162
$162K 0.09%
2,522
+1,259
163
$160K 0.09%
3,590
+7
164
$159K 0.09%
4,178
+815
165
$159K 0.09%
380
+51
166
$159K 0.09%
4,550
+766
167
$156K 0.09%
2,935
+65
168
$155K 0.09%
467
+35
169
$152K 0.09%
6,656
+1,006
170
$151K 0.09%
3,524
-65,147
171
$149K 0.08%
1,585
172
$148K 0.08%
1,069
-36
173
$148K 0.08%
727
174
$144K 0.08%
2,263
+175
175
$141K 0.08%
1,364
5 6
7
8 9