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
$2.7B
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$107M
3
+$97.4M
4
CHTR icon
Charter Communications
CHTR
+$55.4M
5
SWC
Stillwater Mining Co
SWC
+$50.6M

Top Sells

1
+$154M
2
+$115M
3
+$102M
4
AIG icon
American International
AIG
+$84.5M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$81.9M

Sector Composition

1 Technology 13.43%
2 Industrials 12.53%
3 Consumer Discretionary 11.16%
4 Energy 10.4%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1M 0.02%
+25,277
252
$1M 0.02%
34,096
-26,698
253
$1M 0.02%
+15,893
254
$997K 0.02%
+24,131
255
$996K 0.02%
40,215
-8,288
256
$996K 0.02%
+22,450
257
$988K 0.02%
13,456
+1,883
258
$984K 0.02%
+24,290
259
$983K 0.02%
10,039
-9,217
260
$976K 0.02%
+14,365
261
$975K 0.02%
8,095
+7,950
262
$973K 0.02%
+16,516
263
$957K 0.02%
+16,998
264
$954K 0.02%
+1,527
265
$952K 0.02%
46,811
+43,585
266
$943K 0.02%
14,319
+8,915
267
$932K 0.02%
16,888
+12,601
268
$922K 0.02%
10,116
-3,888
269
$920K 0.02%
+47,622
270
$918K 0.02%
11,381
+1,333
271
$911K 0.02%
26,218
-9,109
272
$900K 0.02%
18,458
-5,041
273
$899K 0.02%
+10,378
274
$898K 0.02%
8,480
-2,133
275
$893K 0.02%
14,643
-6,825
9 10
11
12 13