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
276
$279K ﹤0.01%
+25,239
277
$278K ﹤0.01%
+3,004
278
$277K ﹤0.01%
+3,725
279
$270K ﹤0.01%
+5,792
280
$268K ﹤0.01%
+5,078
281
$268K ﹤0.01%
+11,821
282
$268K ﹤0.01%
+3,725
283
$267K ﹤0.01%
+6,898
284
$266K ﹤0.01%
+4,663
285
$266K ﹤0.01%
5,237
-60,188
286
$266K ﹤0.01%
+3,210
287
$266K ﹤0.01%
+6,524
288
$263K ﹤0.01%
+8,404
289
$263K ﹤0.01%
+1,417
290
$263K ﹤0.01%
+4,752
291
$261K ﹤0.01%
+7,990
292
$260K ﹤0.01%
+2,334
293
$259K ﹤0.01%
+3,505
294
$258K ﹤0.01%
+1,703
295
$256K ﹤0.01%
+1,524
296
$256K ﹤0.01%
+1,131
297
$255K ﹤0.01%
+4,965
298
$253K ﹤0.01%
+3,660
299
$253K ﹤0.01%
+6,644
300
$251K ﹤0.01%
+9,236
10 11
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