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
201
$108K 0.08%
+632
202
$106K 0.08%
+1,616
203
$106K 0.08%
+1,692
204
$106K 0.08%
+2,950
205
$105K 0.08%
+2,470
206
$103K 0.08%
+1,725
207
$103K 0.08%
+2,088
208
$103K 0.08%
+1,600
209
$102K 0.08%
+4,315
210
$101K 0.08%
+9,582
211
$101K 0.08%
+1,458
212
$99K 0.07%
+1,159
213
$98K 0.07%
+2,550
214
$98K 0.07%
+884
215
$97K 0.07%
+655
216
$96K 0.07%
+2,195
217
$95K 0.07%
+1,757
218
$95K 0.07%
+1,079
219
$95K 0.07%
+1,260
220
$94K 0.07%
+3,259
221
$94K 0.07%
+688
222
$94K 0.07%
+6,843
223
$94K 0.07%
+1,113
224
$93K 0.07%
+1,424
225
$92K 0.07%
+1,179
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9
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