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
176
$140K 0.08%
2,600
+600
177
$140K 0.08%
+2,556
178
$139K 0.08%
+3,300
179
$138K 0.08%
909
+369
180
$138K 0.08%
+3,563
181
$136K 0.08%
1,735
+40
182
$134K 0.08%
1,230
-151
183
$132K 0.07%
+10,400
184
$131K 0.07%
9,200
+1,100
185
$130K 0.07%
2,900
+100
186
$130K 0.07%
783
+50
187
$130K 0.07%
4,984
+836
188
$130K 0.07%
1,775
+175
189
$129K 0.07%
2,985
+253
190
$128K 0.07%
+1,787
191
$127K 0.07%
935
192
$126K 0.07%
8,777
+175
193
$126K 0.07%
725
+50
194
$125K 0.07%
5,558
+3,508
195
$125K 0.07%
4,662
+347
196
$125K 0.07%
3,138
-43
197
$124K 0.07%
6,805
-425
198
$124K 0.07%
2,550
+1,364
199
$123K 0.07%
1,531
-50
200
$123K 0.07%
2,810
+1
6 7
8
9 10