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
$4.46B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$99.9M
3
+$81.9M
4
NWSA icon
News Corp Class A
NWSA
+$79.5M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$61.1M

Top Sells

1
+$78.7M
2
+$71M
3
+$58.1M
4
AXP icon
American Express
AXP
+$54.5M
5
TSG
The Stars Group Inc.
TSG
+$53.4M

Sector Composition

1 Healthcare 12.35%
2 Communication Services 8.51%
3 Industrials 7.68%
4 Consumer Discretionary 7.5%
5 Technology 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$384K 0.01%
11,077
+3,305
277
$373K 0.01%
+15,546
278
$373K 0.01%
7,192
-6,905
279
$372K 0.01%
+5,600
280
$369K 0.01%
+23,712
281
$369K 0.01%
9,818
+2,846
282
$368K 0.01%
1,866
-7,170
283
$368K 0.01%
4,565
-1,305
284
$366K 0.01%
+6,175
285
$358K 0.01%
4,924
-2,417
286
$357K 0.01%
8,538
-9,421
287
$357K 0.01%
+17,831
288
$356K 0.01%
+13,587
289
$352K 0.01%
2,948
-5,580
290
$350K 0.01%
12,354
+1,308
291
$347K 0.01%
+12,620
292
$345K 0.01%
3,323
-4,720
293
$343K 0.01%
343,350
294
$339K 0.01%
+5,502
295
$337K 0.01%
7,789
-6,700
296
$336K 0.01%
8,795
-16,744
297
$336K 0.01%
+21,832
298
$332K 0.01%
1,421
-6,195
299
$332K 0.01%
9,957
-7,972
300
$331K 0.01%
+19,152
10 11
12
13 14