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
$3.27B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$59.3M
2
+$45.2M
3
+$39.4M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$37.9M
5
HK
Halcon Resources Corporation
HK
+$31.2M

Top Sells

1
+$87.5M
2
+$81.6M
3
+$56.1M
4
GEN icon
Gen Digital
GEN
+$52.1M
5
ANDV
Andeavor
ANDV
+$51.5M

Sector Composition

1 Industrials 14.01%
2 Consumer Discretionary 13.25%
3 Healthcare 12.13%
4 Energy 11.81%
5 Technology 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.19M 0.06%
+16,206
277
$3.15M 0.06%
74,564
-94,220
278
$3.14M 0.06%
56,601
+31,400
279
$3.13M 0.06%
+18,380
280
$3.12M 0.06%
+69,486
281
$3.11M 0.06%
+172,188
282
$3.05M 0.06%
+47,225
283
$3.02M 0.06%
122,439
+60,560
284
$2.97M 0.06%
29,756
+3,362
285
$2.94M 0.06%
+15,641
286
$2.94M 0.06%
230,194
+58,053
287
$2.9M 0.06%
52,837
+21,059
288
$2.89M 0.06%
13,935
+4,518
289
$2.89M 0.06%
+47,550
290
$2.86M 0.06%
27,605
-62,882
291
$2.85M 0.06%
+67,849
292
$2.83M 0.06%
28,178
-24,012
293
$2.82M 0.06%
+19,939
294
$2.82M 0.06%
204,155
-223,612
295
$2.81M 0.06%
131,586
+14,897
296
$2.79M 0.06%
+32,811
297
$2.79M 0.06%
+64,394
298
$2.77M 0.06%
+33,132
299
$2.73M 0.06%
+110,230
300
$2.71M 0.05%
30,434
+13,721
10 11
12
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