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
MXIM
651
DELISTED
Maxim Integrated Products
MXIM
$11K 0.01%
177
AGN
652
DELISTED
Allergan plc
AGN
$11K 0.01%
63
ON icon
653
ON Semiconductor
ON
$24.2B
$10K 0.01%
500
VYX icon
654
NCR Voyix
VYX
$1.43B
$10K 0.01%
525
ATHX
655
DELISTED
Athersys, Inc. Common Stock
ATHX
$10K 0.01%
240
AVXL icon
656
Anavex Life Sciences
AVXL
$450M
$10K 0.01%
3,000
BEP icon
657
Brookfield Renewable
BEP
$8.45B
$10K 0.01%
+563
HTGC icon
658
Hercules Capital
HTGC
$3.39B
$10K 0.01%
800
IONS icon
659
Ionis Pharmaceuticals
IONS
$12.5B
$10K 0.01%
150
IYW icon
660
iShares US Technology ETF
IYW
$20.4B
$10K 0.01%
196
KR icon
661
Kroger
KR
$40.1B
$10K 0.01%
472
LNC icon
662
Lincoln National
LNC
$7.47B
$10K 0.01%
148
LYFT icon
663
Lyft
LYFT
$7.17B
$10K 0.01%
+150
PANW icon
664
Palo Alto Networks
PANW
$129B
$10K 0.01%
282
-96
SPEM icon
665
SPDR Portfolio Emerging Markets ETF
SPEM
$16B
$10K 0.01%
274
-24
TOL icon
666
Toll Brothers
TOL
$13.7B
$10K 0.01%
280
+96
DWFI
667
DELISTED
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
$10K 0.01%
429
-224
CDL icon
668
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$364M
$10K 0.01%
217
EPR icon
669
EPR Properties
EPR
$4.24B
$10K 0.01%
137
+36
HPE icon
670
Hewlett Packard
HPE
$27.3B
$10K 0.01%
700
-1,040
OPTU
671
Optimum Communications Inc
OPTU
$860M
$9K 0.01%
+366
CAG icon
672
Conagra Brands
CAG
$8.3B
$9K 0.01%
323
CHRW icon
673
C.H. Robinson
CHRW
$21B
$9K 0.01%
+101
CX icon
674
Cemex
CX
$18.2B
$9K 0.01%
2,111
DHI icon
675
D.R. Horton
DHI
$45.4B
$9K 0.01%
200