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
ARE icon
476
Alexandria Real Estate Equities
ARE
$9.3B
$25K 0.02%
174
CSWC icon
477
Capital Southwest
CSWC
$1.22B
$25K 0.02%
+1,177
FNB icon
478
FNB Corp
FNB
$5.95B
$25K 0.02%
2,091
HDV icon
479
iShares Core High Dividend ETF
HDV
$11.7B
$25K 0.02%
268
+68
MCHP icon
480
Microchip Technology
MCHP
$30.6B
$25K 0.02%
582
MPW icon
481
Medical Properties Trust
MPW
$3.37B
$25K 0.02%
1,452
NEM icon
482
Newmont
NEM
$98.7B
$25K 0.02%
656
+556
NUBD icon
483
Nuveen ESG US Aggregate Bond ETF
NUBD
$448M
$25K 0.02%
998
PWR icon
484
Quanta Services
PWR
$67.8B
$25K 0.02%
664
RIO icon
485
Rio Tinto
RIO
$118B
$25K 0.02%
408
TRV icon
486
Travelers Companies
TRV
$64.4B
$25K 0.02%
+169
VRP icon
487
Invesco Variable Rate Preferred ETF
VRP
$2.31B
$25K 0.02%
1,000
CIEN icon
488
Ciena
CIEN
$28.6B
$24K 0.02%
587
CNQ icon
489
Canadian Natural Resources
CNQ
$69.9B
$24K 0.02%
1,819
+363
DOW icon
490
Dow Inc
DOW
$17B
$24K 0.02%
+496
OLED icon
491
Universal Display
OLED
$5.72B
$24K 0.02%
+130
EXPE icon
492
Expedia Group
EXPE
$32.3B
$24K 0.02%
184
GCC icon
493
WisdomTree Enhanced Commodity Strategy Fund
GCC
$161M
$24K 0.02%
1,326
-9
HAL icon
494
Halliburton
HAL
$22.6B
$24K 0.02%
1,066
HWM icon
495
Howmet Aerospace
HWM
$79B
$24K 0.02%
1,234
ILCG icon
496
iShares Morningstar Growth ETF
ILCG
$3B
$24K 0.02%
625
IYC icon
497
iShares US Consumer Discretionary ETF
IYC
$1.56B
$24K 0.02%
448
MOS icon
498
The Mosaic Company
MOS
$7.74B
$24K 0.02%
950
PDP icon
499
Invesco Dorsey Wright Momentum ETF
PDP
$1.3B
$24K 0.02%
400
QUAL icon
500
iShares MSCI USA Quality Factor ETF
QUAL
$48.2B
$24K 0.02%
267