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AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1
+$800K
2
+$762K
3
+$571K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$378K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$343K

Top Sells

1
+$1.28M
2
+$886K
3
+$764K
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$648K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$638K

Sector Composition

1 Financials 6.6%
2 Healthcare 5.74%
3 Technology 5.64%
4 Industrials 4.4%
5 Energy 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHD icon
451
Church & Dwight Co
CHD
$23.3B
$29K 0.02%
400
-188
IWY icon
452
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$29K 0.02%
338
LUV icon
453
Southwest Airlines
LUV
$20.2B
$29K 0.02%
575
-70
USO icon
454
United States Oil Fund
USO
$1.96B
$29K 0.02%
298
-25
WTRG icon
455
Essential Utilities
WTRG
$10.7B
$29K 0.02%
700
HIG icon
456
Hartford Financial Services
HIG
$35.4B
$28K 0.02%
500
SPGI icon
457
S&P Global
SPGI
$126B
$28K 0.02%
121
SGEN
458
DELISTED
Seagen Inc. Common Stock
SGEN
$28K 0.02%
400
AL
459
DELISTED
Air Lease Corp
AL
$28K 0.02%
680
CCK icon
460
Crown Holdings
CCK
$10.7B
$27K 0.02%
450
MCK icon
461
McKesson
MCK
$95B
$27K 0.02%
203
-11
SBGI icon
462
Sinclair Inc
SBGI
$1.02B
$27K 0.02%
500
SWKS icon
463
Skyworks Solutions
SWKS
$10.6B
$27K 0.02%
349
NBL
464
DELISTED
Noble Energy, Inc.
NBL
$27K 0.02%
1,192
AON icon
465
Aon
AON
$71.8B
$27K 0.02%
140
DGX icon
466
Quest Diagnostics
DGX
$22.6B
$27K 0.02%
266
+79
FXD icon
467
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$256M
$27K 0.02%
640
AGNC icon
468
AGNC Investment
AGNC
$11.7B
$26K 0.02%
1,571
+32
EMB icon
469
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.3B
$26K 0.02%
231
FTCS icon
470
First Trust Capital Strength ETF
FTCS
$7.7B
$26K 0.02%
469
IYH icon
471
iShares US Healthcare ETF
IYH
$3.06B
$26K 0.02%
675
TJX icon
472
TJX Companies
TJX
$185B
$26K 0.02%
498
-49
VMBS icon
473
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.3B
$26K 0.02%
499
-7
FRC
474
DELISTED
First Republic Bank
FRC
$26K 0.02%
262
-140
FNB icon
475
FNB Corp
FNB
$6.45B
$25K 0.02%
2,091
17 18
19
20 21