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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
UNIT
776
Uniti Group
UNIT
$2.82B
$5K ﹤0.01%
535
WELL icon
777
Welltower
WELL
$149B
$5K ﹤0.01%
58
GBT
778
DELISTED
Global Blood Therapeutics, Inc.
GBT
$5K ﹤0.01%
+100
LFC
779
DELISTED
China Life Insurance Company Ltd.
LFC
$5K ﹤0.01%
422
TLGT
780
DELISTED
Teligent, Inc
TLGT
$5K ﹤0.01%
859
AJG icon
781
Arthur J. Gallagher & Co
AJG
$56.6B
$4K ﹤0.01%
48
-33
HBI
782
DELISTED
Hanesbrands
HBI
$4K ﹤0.01%
210
+88
HEWJ icon
783
iShares Currency Hedged MSCI Japan ETF
HEWJ
$663M
$4K ﹤0.01%
128
+3
PLAY icon
784
Dave & Buster's
PLAY
$434M
$4K ﹤0.01%
93
WRI
785
DELISTED
Weingarten Realty Investors
WRI
$4K ﹤0.01%
130
AORT icon
786
Artivion
AORT
$994M
$4K ﹤0.01%
131
EFOR
787
Everforth Inc
EFOR
$833M
$4K ﹤0.01%
68
ATI icon
788
ATI
ATI
$25B
$4K ﹤0.01%
142
-64
BXMT icon
789
Blackstone Mortgage Trust
BXMT
$3.08B
$4K ﹤0.01%
+100
CMA
790
DELISTED
Comerica
CMA
$4K ﹤0.01%
60
-19
COHR icon
791
Coherent
COHR
$69.4B
$4K ﹤0.01%
101
CPB icon
792
Campbell Soup
CPB
$6.82B
$4K ﹤0.01%
100
DIA icon
793
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.3B
$4K ﹤0.01%
14
DOC icon
794
Healthpeak Properties
DOC
$14.1B
$4K ﹤0.01%
117
+1
FCEF icon
795
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
$77.5M
$4K ﹤0.01%
173
GNK icon
796
Genco Shipping & Trading
GNK
$1.02B
$4K ﹤0.01%
+500
GTLS icon
797
Chart Industries
GTLS
$9.88B
$4K ﹤0.01%
46
HII icon
798
Huntington Ingalls Industries
HII
$11.4B
$4K ﹤0.01%
20
-7
HOLX
799
DELISTED
Hologic
HOLX
$4K ﹤0.01%
79
INN
800
Summit Hotel Properties
INN
$663M
$4K ﹤0.01%
329
30 31
32
33 34