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
201
$122K 0.07%
+4,532
202
$122K 0.07%
4,012
-2,135
203
$121K 0.07%
5,522
204
$120K 0.07%
2,993
+523
205
$119K 0.07%
3,300
206
$118K 0.07%
9,870
-19,864
207
$118K 0.07%
+2,497
208
$118K 0.07%
+5,865
209
$117K 0.07%
+3,308
210
$117K 0.07%
1,882
-38
211
$117K 0.07%
+3,664
212
$116K 0.07%
+2,155
213
$116K 0.07%
+1,727
214
$115K 0.07%
3,401
-1,551
215
$115K 0.07%
12,297
+5,202
216
$114K 0.06%
1,370
-12,539
217
$114K 0.06%
+2,361
218
$113K 0.06%
4,351
219
$112K 0.06%
1,225
-200
220
$111K 0.06%
2,975
221
$111K 0.06%
3,650
-5,990
222
$111K 0.06%
1,692
223
$109K 0.06%
524
-611
224
$109K 0.06%
725
+255
225
$109K 0.06%
1,410
+150
7 8
9
10 11