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
$2.5B
AUM Growth
-$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$38.5M
3
+$36.3M
4
FDC
First Data Corporation
FDC
+$26.4M
5
CELG
Celgene Corp
CELG
+$20.4M

Top Sells

1
+$36.3M
2
+$28.5M
3
+$20.2M
4
AMR icon
Alpha Metallurgical Resources
AMR
+$19.2M
5
AAP icon
Advance Auto Parts
AAP
+$19M

Sector Composition

1 Consumer Discretionary 16.05%
2 Healthcare 14.38%
3 Technology 13.63%
4 Industrials 10.76%
5 Utilities 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.08M 0.02%
+70,513
252
$2.04M 0.02%
16,489
+1,666
253
$1.98M 0.02%
11,868
+2,304
254
$1.98M 0.02%
40,877
-59,418
255
$1.97M 0.02%
36,650
-76,882
256
$1.96M 0.02%
96,236
+30,873
257
$1.96M 0.02%
101,549
+96,177
258
$1.95M 0.02%
663,302
+362,155
259
$1.94M 0.02%
+70,399
260
$1.92M 0.02%
+24,027
261
$1.92M 0.02%
16,341
-34,148
262
$1.92M 0.02%
+19,879
263
$1.91M 0.02%
8,115
-32,502
264
$1.91M 0.02%
+42,248
265
$1.9M 0.02%
+15,491
266
$1.89M 0.02%
40,600
+14,171
267
$1.87M 0.02%
20,781
+18,652
268
$1.83M 0.02%
10,364
+7,452
269
$1.83M 0.02%
18,158
-52,456
270
$1.81M 0.02%
88,560
+34,947
271
$1.76M 0.02%
+20,814
272
$1.74M 0.02%
21,490
+19,421
273
$1.72M 0.02%
41,475
-47,442
274
$1.71M 0.02%
21,449
-84,170
275
$1.71M 0.02%
10,926
+410
9 10
11
12 13