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
$131M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

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
CSWC icon
476
Capital Southwest
CSWC
$1.36B
$25K 0.02%
+1,177
FNB icon
477
FNB Corp
FNB
$6.22B
$25K 0.02%
2,091
HDV icon
478
iShares Core High Dividend ETF
HDV
$12.3B
$25K 0.02%
268
+68
MCHP icon
479
Microchip Technology
MCHP
$40.4B
$25K 0.02%
582
MPW icon
480
Medical Properties Trust
MPW
$3.13B
$25K 0.02%
1,452
NEM icon
481
Newmont
NEM
$125B
$25K 0.02%
656
+556
NUBD icon
482
Nuveen ESG US Aggregate Bond ETF
NUBD
$468M
$25K 0.02%
998
PWR icon
483
Quanta Services
PWR
$69.6B
$25K 0.02%
664
RIO icon
484
Rio Tinto
RIO
$138B
$25K 0.02%
408
TRV icon
485
Travelers Companies
TRV
$60.1B
$25K 0.02%
+169
VRP icon
486
Invesco Variable Rate Preferred ETF
VRP
$2.38B
$25K 0.02%
1,000
COUP
487
DELISTED
Coupa Software Incorporated
COUP
$25K 0.02%
+198
CIEN icon
488
Ciena
CIEN
$34.3B
$24K 0.02%
587
CNQ icon
489
Canadian Natural Resources
CNQ
$71.6B
$24K 0.02%
1,819
+363
DOW icon
490
Dow Inc
DOW
$19.6B
$24K 0.02%
+496
EXPE icon
491
Expedia Group
EXPE
$34.9B
$24K 0.02%
184
GCC icon
492
WisdomTree Enhanced Commodity Strategy Fund
GCC
$192M
$24K 0.02%
1,326
-9
HAL icon
493
Halliburton
HAL
$27.4B
$24K 0.02%
1,066
HWM icon
494
Howmet Aerospace
HWM
$90.5B
$24K 0.02%
1,234
ILCG icon
495
iShares Morningstar Growth ETF
ILCG
$2.96B
$24K 0.02%
625
IYC icon
496
iShares US Consumer Discretionary ETF
IYC
$1.6B
$24K 0.02%
448
MOS icon
497
The Mosaic Company
MOS
$8.36B
$24K 0.02%
950
PDP icon
498
Invesco Dorsey Wright Momentum ETF
PDP
$1.38B
$24K 0.02%
400
QUAL icon
499
iShares MSCI USA Quality Factor ETF
QUAL
$49.1B
$24K 0.02%
267
TWTR
500
DELISTED
Twitter, Inc.
TWTR
$24K 0.02%
674
-10