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
176
$127K 0.09%
+733
177
$127K 0.09%
+3,400
178
$126K 0.09%
+4,574
179
$126K 0.09%
+2,809
180
$126K 0.09%
+2,000
181
$125K 0.09%
+675
182
$124K 0.09%
+2,605
183
$121K 0.09%
+2,579
184
$121K 0.09%
+1,198
185
$121K 0.09%
+3,181
186
$121K 0.09%
+1,364
187
$118K 0.09%
+2,436
188
$116K 0.09%
+451
189
$115K 0.09%
+1,756
190
$114K 0.09%
+2,732
191
$113K 0.08%
+2,975
192
$113K 0.08%
+631
193
$113K 0.08%
+8,602
194
$112K 0.08%
+1,850
195
$112K 0.08%
+3,363
196
$112K 0.08%
+681
197
$112K 0.08%
+5,522
198
$111K 0.08%
+2,768
199
$110K 0.08%
+4,148
200
$109K 0.08%
+2,000
6 7
8
9 10