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
$3.37B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$105M
3
+$101M
4
MDVN
MEDIVATION, INC.
MDVN
+$84.3M
5
WTW icon
Willis Towers Watson
WTW
+$77.6M

Top Sells

1
+$86.5M
2
+$79.3M
3
+$76.3M
4
VRNT
Verint Systems
VRNT
+$48.2M
5
FCAM
Fiat Chrysler Automobiles N.V.
FCAM
+$47.1M

Sector Composition

1 Industrials 19.19%
2 Consumer Discretionary 11.44%
3 Technology 10.86%
4 Financials 9.08%
5 Healthcare 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$788K 0.02%
7,440
+657
277
$785K 0.02%
38,207
+10,385
278
$784K 0.02%
6,056
+1,726
279
$783K 0.02%
+12,044
280
$777K 0.02%
+31,720
281
$774K 0.02%
+15,926
282
$768K 0.02%
26,805
-841
283
$760K 0.02%
31,140
+29,934
284
$756K 0.02%
11,787
+9,829
285
$745K 0.02%
10,487
+4,637
286
$744K 0.02%
28,275
+21,816
287
$742K 0.02%
7,744
+4,638
288
$741K 0.02%
19,084
+7,998
289
$735K 0.02%
28,649
-10,196
290
$732K 0.02%
24,625
+3,538
291
$732K 0.02%
+23,650
292
$729K 0.02%
5,547
+2,690
293
$729K 0.02%
+6,454
294
$729K 0.02%
26,509
+17,817
295
$725K 0.02%
+8,836
296
$721K 0.02%
9,846
+8,714
297
$719K 0.02%
7,341
+1,533
298
$717K 0.02%
18,580
+17,482
299
$709K 0.02%
4,219
-1,263
300
$707K 0.02%
8,740
+1,486
10 11
12
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