AIM

Assured Investment Management Portfolio holdings

AUM $79.5M
1-Year Est. Return 105.2%
This Quarter Est. Return
1 Year Est. Return
+105.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.46B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$99.9M
3
+$81.9M
4
NWSA icon
News Corp Class A
NWSA
+$79.5M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$61.1M

Top Sells

1
+$78.7M
2
+$71M
3
+$58.1M
4
AXP icon
American Express
AXP
+$54.5M
5
TSG
The Stars Group Inc.
TSG
+$53.4M

Sector Composition

1 Healthcare 12.35%
2 Communication Services 8.51%
3 Industrials 7.68%
4 Consumer Discretionary 7.5%
5 Technology 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$492K 0.01%
9,696
-12,156
227
$491K 0.01%
19,782
-8,010
228
$489K 0.01%
7,885
-3,205
229
$482K 0.01%
+7,236
230
$476K 0.01%
8,925
+2,486
231
$475K 0.01%
+4,629
232
$467K 0.01%
11,396
-1,716
233
$459K 0.01%
12,575
+5,178
234
$457K 0.01%
9,718
-629
235
$456K 0.01%
12,526
-36,308
236
$456K 0.01%
+9,114
237
$456K 0.01%
+10,864
238
$453K 0.01%
+14,880
239
$452K 0.01%
3,653
+39
240
$452K 0.01%
3,799
-8,023
241
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242
$447K 0.01%
7,538
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243
$445K 0.01%
7,999
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244
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11,221
-4,993
245
$444K 0.01%
+21,600
246
$443K 0.01%
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247
$441K 0.01%
2,818
-385
248
$439K 0.01%
17,248
+10,054
249
$438K 0.01%
255,679
250
$433K 0.01%
7,556
+5,320
8 9
10
11 12