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
301
$248K 0.01%
+2,548
302
$248K 0.01%
+10,219
303
$247K 0.01%
+1,886
304
$247K 0.01%
+2,690
305
$244K 0.01%
+741
306
$243K 0.01%
+4,224
307
$242K 0.01%
+3,158
308
$242K 0.01%
+4,452
309
$242K 0.01%
+2,594
310
$242K 0.01%
+2,863
311
$239K 0.01%
+6,816
312
$238K 0.01%
+11,908
313
$236K 0.01%
+6,672
314
$236K 0.01%
+5,356
315
$234K 0.01%
+3,850
316
$231K 0.01%
+4,818
317
$229K 0.01%
+10,145
318
$229K 0.01%
+2,575
319
$228K 0.01%
+8,017
320
$225K 0.01%
+4,607
321
$223K 0.01%
+23,306
322
$222K 0.01%
+3,718
323
$222K 0.01%
+4,432
324
$219K ﹤0.01%
+5,712
325
$219K ﹤0.01%
+7,689
11 12
13
14 15