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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

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
MPT
476
Medical Properties Trust
MPT
$2.98B
$25K 0.02%
1,452
NEM icon
477
Newmont
NEM
$99B
$25K 0.02%
656
+556
ARE icon
478
Alexandria Real Estate Equities
ARE
$9.12B
$25K 0.02%
174
CSWC icon
479
Capital Southwest
CSWC
$1.47B
$25K 0.02%
+1,177
HDV
480
iShares Core High Dividend ETF
HDV
$13.6B
$25K 0.02%
1,340
+340
MCHP icon
481
Microchip Technology
MCHP
$47.7B
$25K 0.02%
582
TRV icon
482
Travelers Companies
TRV
$64.5B
$25K 0.02%
+169
VRP icon
483
Invesco Variable Rate Preferred ETF
VRP
$2.93B
$25K 0.02%
1,000
COUP
484
DELISTED
Coupa Software Incorporated
COUP
$25K 0.02%
+198
NUBD icon
485
Nuveen ESG US Aggregate Bond ETF
NUBD
$447M
$25K 0.02%
998
PWR icon
486
Quanta Services
PWR
$97.7B
$25K 0.02%
664
RIO icon
487
Rio Tinto
RIO
$161B
$25K 0.02%
408
TWTR
488
DELISTED
Twitter, Inc.
TWTR
$24K 0.02%
674
-10
CIEN icon
489
Ciena
CIEN
$61.5B
$24K 0.02%
587
CNQ icon
490
Canadian Natural Resources
CNQ
$94.9B
$24K 0.02%
1,819
+363
DOW icon
491
Dow Inc
DOW
$24.7B
$24K 0.02%
+496
EXPE icon
492
Expedia Group
EXPE
$26.3B
$24K 0.02%
184
GCC icon
493
WisdomTree Enhanced Commodity Strategy Fund
GCC
$271M
$24K 0.02%
1,326
-9
HAL icon
494
Halliburton
HAL
$33.2B
$24K 0.02%
1,066
HWM icon
495
Howmet Aerospace
HWM
$99.8B
$24K 0.02%
1,234
ILCG icon
496
iShares Morningstar Growth ETF
ILCG
$3.05B
$24K 0.02%
625
IYC icon
497
iShares US Consumer Discretionary ETF
IYC
$1.15B
$24K 0.02%
448
MOS icon
498
The Mosaic Company
MOS
$6.3B
$24K 0.02%
950
OLED icon
499
Universal Display
OLED
$4.09B
$24K 0.02%
+130
PDP icon
500
Invesco Dorsey Wright Momentum ETF
PDP
$1.51B
$24K 0.02%
400