AIM

Assured Investment Management Portfolio holdings

AUM $79.5M
1-Year Est. Return 115.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+115.55%
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
+$188M
2
+$128M
3
+$107M
4
CHTR icon
Charter Communications
CHTR
+$65.7M
5
SWNC
Southwestern Energy Company
SWNC
+$64.8M

Top Sells

1
+$163M
2
+$88.9M
3
+$37.6M
4
EA icon
Electronic Arts
EA
+$37.1M
5
DRYS
DryShips Inc. Common Stock
DRYS
+$33.3M

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
276
$278K 0.01%
+3,004
277
$277K 0.01%
+3,725
278
$270K 0.01%
+5,792
279
$268K 0.01%
+5,078
280
$268K 0.01%
+11,821
281
$268K 0.01%
+3,725
282
$267K 0.01%
+6,898
283
$266K 0.01%
5,237
-60,188
284
$266K 0.01%
+4,663
285
$266K 0.01%
+3,210
286
$266K 0.01%
+6,524
287
$263K 0.01%
+8,404
288
$263K 0.01%
+1,417
289
$263K 0.01%
+4,752
290
$261K 0.01%
+7,990
291
$260K 0.01%
+2,334
292
$259K 0.01%
+3,505
293
$258K 0.01%
+1,703
294
$256K 0.01%
+1,131
295
$256K 0.01%
+1,524
296
$255K 0.01%
+4,965
297
$253K 0.01%
+3,660
298
$253K 0.01%
+6,644
299
$251K 0.01%
+9,236
300
$250K 0.01%
+5,409
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