We are live on ! Find out more
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
APPF icon
151
AppFolio
APPF
$5.99B
$186K 0.14%
1,814
NSC icon
152
Norfolk Southern
NSC
$69.4B
$185K 0.14%
927
+47
HSY icon
153
Hershey
HSY
$36B
$185K 0.14%
1,380
IEFA icon
154
iShares Core MSCI EAFE ETF
IEFA
$181B
$185K 0.14%
3,010
+1,163
KO icon
155
Coca-Cola
KO
$360B
$184K 0.14%
3,604
-52
LRCX icon
156
Lam Research
LRCX
$401B
$184K 0.14%
9,780
-30
XOM icon
157
Exxon Mobil
XOM
$627B
$184K 0.14%
2,403
+202
IUSG icon
158
iShares Core S&P US Growth ETF
IUSG
$30.7B
$182K 0.14%
2,911
-338
IEX icon
159
IDEX
IEX
$16.1B
$178K 0.14%
1,035
-22
PBI icon
160
Pitney Bowes
PBI
$2.28B
$177K 0.14%
41,315
+4,823
IVE icon
161
iShares S&P 500 Value ETF
IVE
$47.2B
$173K 0.13%
1,480
FDX icon
162
FedEx
FDX
$76.3B
$170K 0.13%
1,038
-1,809
AMAT icon
163
Applied Materials
AMAT
$395B
$169K 0.13%
3,761
VCIT icon
164
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.9B
$168K 0.13%
1,875
-90
BPT
165
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$167K 0.13%
10,823
+188
SHV icon
166
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$166K 0.13%
+1,499
SLB icon
167
SLB Ltd
SLB
$83.4B
$165K 0.13%
4,145
+150
MA icon
168
Mastercard
MA
$433B
$164K 0.13%
621
+45
TIP icon
169
iShares TIPS Bond ETF
TIP
$14.8B
$162K 0.12%
1,405
-770
RTX icon
170
RTX Corp
RTX
$241B
$160K 0.12%
1,956
NEE icon
171
NextEra Energy
NEE
$177B
$155K 0.12%
3,028
EVRG icon
172
Evergy
EVRG
$19.2B
$154K 0.12%
2,552
PFF icon
173
iShares Preferred and Income Securities ETF
PFF
$13.5B
$154K 0.12%
4,166
-400
SH icon
174
ProShares Short S&P500
SH
$1.11B
$154K 0.12%
1,445
-765
LULU icon
175
lululemon athletica
LULU
$13.7B
$153K 0.12%
851
+73
5 6
7
8 9