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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
TAN icon
651
Invesco Solar ETF
TAN
$1.86B
$11K 0.01%
388
TSLA icon
652
Tesla
TSLA
$1.43T
$11K 0.01%
765
CDL icon
653
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$387M
$10K 0.01%
217
AVXL icon
654
Anavex Life Sciences
AVXL
$228M
$10K 0.01%
3,000
BEP icon
655
Brookfield Renewable
BEP
$10.7B
$10K 0.01%
+563
EPR icon
656
EPR Properties
EPR
$4.54B
$10K 0.01%
137
+36
HPE icon
657
Hewlett Packard
HPE
$60.2B
$10K 0.01%
700
-1,040
HTGC icon
658
Hercules Capital
HTGC
$2.9B
$10K 0.01%
800
IONS icon
659
Ionis Pharmaceuticals
IONS
$12.1B
$10K 0.01%
150
LYFT icon
660
Lyft
LYFT
$5.08B
$10K 0.01%
+150
ON icon
661
ON Semiconductor
ON
$42.8B
$10K 0.01%
500
PANW icon
662
Palo Alto Networks
PANW
$215B
$10K 0.01%
282
-96
SPEM icon
663
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$10K 0.01%
274
-24
TOL icon
664
Toll Brothers
TOL
$13B
$10K 0.01%
280
+96
VYX icon
665
NCR Voyix
VYX
$962M
$10K 0.01%
525
ATHX
666
DELISTED
Athersys, Inc. Common Stock
ATHX
$10K 0.01%
240
DWFI
667
DELISTED
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
$10K 0.01%
429
-224
IYW icon
668
iShares US Technology ETF
IYW
$23.4B
$10K 0.01%
196
KR icon
669
Kroger
KR
$39.7B
$10K 0.01%
472
LNC icon
670
Lincoln National
LNC
$6.92B
$10K 0.01%
148
OPTU
671
Optimum Communications Inc
OPTU
$470M
$9K 0.01%
+366
DNKN
672
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$9K 0.01%
119
-8
BMRN icon
673
BioMarin Pharmaceuticals
BMRN
$10.9B
$9K 0.01%
100
CAG icon
674
Conagra Brands
CAG
$6.38B
$9K 0.01%
323
CHRW icon
675
C.H. Robinson
CHRW
$21.8B
$9K 0.01%
+101
25 26
27
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