AIM
Assured Investment Management Portfolio holdings
AUM
$79.5M
This Quarter Return
+35.47%
1 Year Return
+105.2%
3 Year Return
+53.61%
5 Year Return
+74.99%
10 Year Return
–
AUM
$79.5M
AUM Growth
+$79.5M
(+35%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
1
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 100% |
| 2 | Materials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
AdaptHealth
AHCO
$1.28B
| $79.5M | 100% | 3,647,353 | – | – |
|
2
Alpha Metallurgical Resources
AMR
$1.95B
| – | – | -1 | Closed | – |
|