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
$128M
AUM Growth
-$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
993
New
Increased
Reduced
Closed

Top Sells

1 +$723K
2 +$505K
3 +$306K
4
VIV icon
Telefônica Brasil
VIV
+$300K
5
ARCC icon
Ares Capital
ARCC
+$291K

Sector Composition

1 Financials 6.59%
2 Technology 5.39%
3 Healthcare 5.37%
4 Industrials 4.47%
5 Energy 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EAT icon
751
Brinker International
EAT
$6.14B
$6K ﹤0.01%
150
ANIP icon
752
ANI Pharmaceuticals
ANIP
$1.71B
$5K ﹤0.01%
62
-71
AOS icon
753
A.O. Smith
AOS
$10.5B
$5K ﹤0.01%
100
ARCO icon
754
Arcos Dorados Holdings
ARCO
$1.79B
$5K ﹤0.01%
822
BOTZ icon
755
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.34B
$5K ﹤0.01%
250
CNQ icon
756
Canadian Natural Resources
CNQ
$91.9B
$5K ﹤0.01%
406
-1,413
CPB icon
757
Campbell Soup
CPB
$7.77B
$5K ﹤0.01%
100
CRBP icon
758
Corbus Pharmaceuticals
CRBP
$144M
$5K ﹤0.01%
33
CTRE icon
759
CareTrust REIT
CTRE
$8.92B
$5K ﹤0.01%
213
DAR icon
760
Darling Ingredients
DAR
$8.44B
$5K ﹤0.01%
287
EL icon
761
Estee Lauder
EL
$35.7B
$5K ﹤0.01%
26
GNK icon
762
Genco Shipping & Trading
GNK
$1.04B
$5K ﹤0.01%
500
IMCB icon
763
iShares Morningstar Mid-Cap ETF
IMCB
$1.49B
$5K ﹤0.01%
100
ITRN icon
764
Ituran Location and Control
ITRN
$905M
$5K ﹤0.01%
200
IYK icon
765
iShares US Consumer Staples ETF
IYK
$1.35B
$5K ﹤0.01%
111
+63
K
766
DELISTED
Kellanova
K
$5K ﹤0.01%
83
LAD icon
767
Lithia Motors
LAD
$6.6B
$5K ﹤0.01%
35
-7
RIG icon
768
Transocean
RIG
$6.73B
$5K ﹤0.01%
1,200
SCL icon
769
Stepan Co
SCL
$1.12B
$5K ﹤0.01%
50
GBT
770
DELISTED
Global Blood Therapeutics, Inc.
GBT
$5K ﹤0.01%
100
LFC
771
DELISTED
China Life Insurance Company Ltd.
LFC
$5K ﹤0.01%
422
HMSY
772
DELISTED
HMS Holdings Corp.
HMSY
$5K ﹤0.01%
+152
PEGI
773
DELISTED
Pattern Energy Group Inc. Class A
PEGI
$5K ﹤0.01%
172
-84
CALY
774
Callaway Golf Company
CALY
$2.6B
$5K ﹤0.01%
232
PK icon
775
Park Hotels & Resorts
PK
$2.23B
$5K ﹤0.01%
200