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
$4.47B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$144M
3
+$106M
4
CHTR icon
Charter Communications
CHTR
+$73.2M
5
SWNC
Southwestern Energy Company
SWNC
+$61.4M

Top Sells

1
+$163M
2
+$102M
3
+$40.5M
4
HCA icon
HCA Healthcare
HCA
+$37.6M
5
MTH icon
Meritage Homes
MTH
+$32.6M

Sector Composition

1 Healthcare 10.3%
2 Financials 5.63%
3 Industrials 5.49%
4 Communication Services 5.46%
5 Technology 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$313K 0.01%
+3,630
252
$312K 0.01%
+5,641
253
$311K 0.01%
+10,767
254
$310K 0.01%
+3,007
255
$310K 0.01%
+3,150
256
$310K 0.01%
+3,233
257
$309K 0.01%
+5,070
258
$309K 0.01%
+1,326
259
$306K 0.01%
+3,616
260
$305K 0.01%
+2,792
261
$304K 0.01%
+1,188
262
$299K ﹤0.01%
+9,320
263
$292K ﹤0.01%
+15,165
264
$291K ﹤0.01%
+6,461
265
$286K ﹤0.01%
+4,376
266
$286K ﹤0.01%
+8,455
267
$286K ﹤0.01%
+5,586
268
$285K ﹤0.01%
+2,038
269
$284K ﹤0.01%
+2,577
270
$282K ﹤0.01%
+2,727
271
$281K ﹤0.01%
+2,923
272
$281K ﹤0.01%
+537,440
273
$281K ﹤0.01%
+10,248
274
$280K ﹤0.01%
+4,317
275
$279K ﹤0.01%
+3,499
9 10
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